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 | $509,010 | $232,540+118.9% | $185,117+175.0% | $147,584+244.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.09% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.5pp |
| Employer contribution / active EE | $17,813 | $5,195+242.9% | $4,182+326.0% | $4,876+265.3% |
| Participant deferral / active EE | $11,094 | $5,834+90.2% | $5,045+119.9% | $5,439+104.0% |
| Admin fee / account holder | $30,894 | $10,275+200.7% | $8,159+278.6% | $10,885+183.8% |