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 | $875,462 | $106,515+721.9% | $96,683+805.5% | $139,434+527.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.17% | 38.43%-23.3pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $28,524 | $4,103+595.2% | $3,737+663.3% | $4,751+500.4% |
| Participant deferral / active EE | $29,600 | $5,454+442.7% | $4,878+506.8% | $6,710+341.1% |
| Admin fee / account holder | $54,153 | $7,877+587.5% | $6,730+704.7% | $11,403+374.9% |