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 | $758,023 | $123,909+511.8% | $69,647+988.4% | $145,922+419.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 190.55%-174.6pp | 100.48%-84.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $12,703 | $2,682+373.7% | $1,712+641.8% | $4,660+172.6% |
| Participant deferral / active EE | $10,633 | $4,236+151.0% | $2,886+268.5% | $6,688+59.0% |
| Admin fee / account holder | $41,711 | $7,863+430.5% | $4,713+785.1% | $13,397+211.3% |