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 | $755,565 | $124,319+507.8% | $111,297+578.9% | $167,490+351.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.60% | 37.44%-23.8pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $16,730 | $3,435+387.0% | $2,731+512.6% | $4,837+245.8% |
| Participant deferral / active EE | $18,153 | $5,180+250.4% | $4,487+304.5% | $6,341+186.3% |
| Admin fee / account holder | $426,531 | $10,618+3917.1% | $7,964+5255.9% | $12,309+3365.2% |