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 | $790,456 | $127,777+518.6% | $106,548+641.9% | $167,490+371.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.76% | 33.87%-17.1pp | 26.80%-10.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $12,500 | $3,427+264.8% | $2,819+343.4% | $4,837+158.4% |
| Participant deferral / active EE | $30,299 | $5,087+495.6% | $4,398+588.9% | $6,341+377.8% |
| Admin fee / account holder | $330 | $11,228-97.1% | $7,407-95.5% | $12,309-97.3% |