See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,939 | $100,754+349.5% | $86,677+422.6% | $134,475+236.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 429.94% | 29.04%+400.9pp | 35.91%+394.0pp | 417.96%+12.0pp |
| Employer contribution / active EE | $3,437 | $3,489-1.5% | $2,836+21.2% | $4,740-27.5% |
| Participant deferral / active EE | $10,250 | $5,338+92.0% | $4,656+120.2% | $6,400+60.2% |
| Admin fee / account holder | $3,261 | $10,926-70.2% | $7,493-56.5% | $11,426-71.5% |