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 | $896,276 | $96,635+827.5% | $86,612+934.8% | $139,434+542.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.38% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $30,000 | $3,263+819.4% | $3,022+892.6% | $4,751+531.5% |
| Participant deferral / active EE | $30,000 | $4,836+520.4% | $4,438+576.0% | $6,710+347.1% |
| Admin fee / account holder | $15,000 | $6,408+134.1% | $5,614+167.2% | $11,403+31.6% |