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 | $582,293 | $105,181+453.6% | $159,436+265.2% | $85,850+578.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.88% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $16,297 | $3,318+391.1% | $4,829+237.4% | $2,565+535.3% |
| Participant deferral / active EE | $17,298 | $5,945+191.0% | $7,352+135.3% | $3,952+337.7% |
| Admin fee / account holder | $85,525 | $6,933+1133.5% | $10,799+692.0% | $6,260+1266.2% |