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 | $257,064 | $115,770+122.0% | $101,248+153.9% | $158,922+61.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.47% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $37,500 | $4,175+798.3% | $3,660+924.7% | $4,761+687.6% |
| Participant deferral / active EE | $22,750 | $4,957+358.9% | $4,370+420.6% | $5,982+280.3% |
| Admin fee / account holder | $67,467 | $7,245+831.2% | $5,945+1034.8% | $11,246+499.9% |