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 5-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 | $706,022 | $165,335+327.0% | $149,696+371.6% | $158,922+344.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 78.74% | 348.15%-269.4pp | 276.60%-197.9pp | 302.83%-224.1pp |
| Employer contribution / active EE | $37,500 | $5,103+634.9% | $4,644+707.4% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $7,181+262.1% | $6,842+280.0% | $5,982+334.6% |
| Admin fee / account holder | $375,288 | $10,807+3372.8% | $9,309+3931.6% | $11,246+3237.2% |