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 | $916,346 | $100,901+808.2% | $75,670+1111.0% | $147,584+520.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 22.08% | 35.78%-13.7pp | 27.34%-5.3pp | 578.55%-556.5pp |
| Employer contribution / active EE | $24,286 | $3,253+646.5% | $2,352+932.7% | $4,876+398.0% |
| Participant deferral / active EE | $4,991 | $4,027+23.9% | $3,142+58.8% | $5,439-8.2% |
| Admin fee / account holder | $18,002 | $11,285+59.5% | $5,800+210.4% | $10,885+65.4% |