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 | $281,200 | $90,600+210.4% | $79,464+253.9% | $135,375+107.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.55% | 977.43%-968.9pp | 718.14%-709.6pp | 519.73%-511.2pp |
| Employer contribution / active EE | $15,919 | $3,068+418.9% | $2,800+468.4% | $4,779+233.1% |
| Participant deferral / active EE | $19,026 | $4,050+369.7% | $3,704+413.7% | $5,609+239.2% |
| Admin fee / account holder | $93,418 | $5,907+1481.5% | $5,113+1727.1% | $10,827+762.8% |