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 | $934,761 | $96,305+870.6% | $80,569+1060.2% | $139,434+570.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.83% | 1350.08%-1332.3pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,563 | $3,262-52.1% | $2,723-42.6% | $4,751-67.1% |
| Participant deferral / active EE | $13,878 | $5,232+165.3% | $4,447+212.0% | $6,710+106.8% |
| Admin fee / account holder | $45,540 | $6,599+590.2% | $5,377+746.9% | $11,403+299.4% |