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 | $995,514 | $109,982+805.2% | $97,226+923.9% | $145,922+582.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.51% | 242.90%-230.4pp | 75.13%-62.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $17,152 | $3,084+456.2% | $2,729+528.6% | $4,660+268.1% |
| Participant deferral / active EE | $16,537 | $4,676+253.7% | $4,264+287.9% | $6,688+147.3% |
| Admin fee / account holder | $238,099 | $6,221+3727.6% | $5,654+4111.5% | $13,397+1677.3% |