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 | $837,439 | $185,822+350.7% | $169,993+392.6% | $139,434+500.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.96% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $30,107 | $7,590+296.7% | $6,785+343.7% | $4,751+533.7% |
| Participant deferral / active EE | $26,250 | $11,622+125.9% | $10,408+152.2% | $6,710+291.2% |
| Admin fee / account holder | $184,918 | $15,381+1102.3% | $12,815+1343.0% | $11,403+1521.7% |