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 | $752,361 | $158,398+375.0% | $126,539+494.6% | $142,382+428.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.11% | 593.76%-577.6pp | 425.95%-409.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $15,672 | $4,650+237.0% | $3,674+326.6% | $4,299+264.5% |
| Participant deferral / active EE | $17,860 | $4,767+274.7% | $4,083+337.5% | $6,507+174.5% |
| Admin fee / account holder | $4,352 | $6,918-37.1% | $6,065-28.2% | $12,624-65.5% |