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 | $459,267 | $74,888+513.3% | $71,209+545.0% | $142,382+222.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.49% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,136 | $2,854+115.0% | $2,721+125.5% | $4,299+42.7% |
| Participant deferral / active EE | $20,332 | $4,454+356.5% | $4,175+387.0% | $6,507+212.5% |
| Admin fee / account holder | $688 | $5,568-87.6% | $5,349-87.1% | $12,624-94.5% |