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 | $733,496 | $109,982+566.9% | $97,226+654.4% | $145,922+402.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.17% | 242.90%-224.7pp | 75.13%-57.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $30,000 | $3,084+872.8% | $2,729+999.4% | $4,660+543.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $11,925 | $6,221+91.7% | $5,654+110.9% | $13,397-11.0% |