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 | $635,924 | $126,574+402.4% | $106,213+498.7% | $145,922+335.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 224.79%-209.6pp | 116.14%-100.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $12,634 | $3,730+238.7% | $3,171+298.4% | $4,660+171.1% |
| Participant deferral / active EE | $16,847 | $5,724+194.3% | $5,016+235.9% | $6,688+151.9% |
| Admin fee / account holder | $214,697 | $17,304+1140.8% | $11,033+1845.9% | $13,397+1502.6% |