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 | $783,835 | $72,071+987.6% | $68,368+1046.5% | $137,256+471.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.64% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $12,237 | $2,788+338.9% | $2,649+362.0% | $4,156+194.4% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $156,221 | $5,336+2827.9% | $5,150+2933.5% | $12,270+1173.2% |