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 | $843,890 | $183,519+359.8% | $155,509+442.7% | $145,922+478.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 61.17%-47.0pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $37,717 | $5,313+609.9% | $4,672+707.2% | $4,660+709.4% |
| Participant deferral / active EE | $17,234 | $6,462+166.7% | $5,626+206.3% | $6,688+157.7% |
| Admin fee / account holder | $963,673 | $19,313+4889.8% | $15,912+5956.3% | $13,397+7093.2% |