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 | $722,779 | $108,919+563.6% | $100,391+620.0% | $145,922+395.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.56% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $16,372 | $4,419+270.5% | $3,942+315.3% | $4,660+251.3% |
| Participant deferral / active EE | $14,600 | $8,445+72.9% | $8,082+80.7% | $6,688+118.3% |
| Admin fee / account holder | $200,038 | $9,689+1964.6% | $7,899+2432.4% | $13,397+1393.2% |