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 | $675,125 | $84,696+697.1% | $75,696+791.9% | $167,490+303.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.05% | 199.36%-185.3pp | 104.53%-90.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,644 | $3,230+43.8% | $2,743+69.3% | $4,837-4.0% |
| Participant deferral / active EE | $16,373 | $4,580+257.5% | $3,821+328.5% | $6,341+158.2% |
| Admin fee / account holder | $29,133 | $5,355+444.0% | $3,619+705.0% | $12,309+136.7% |