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 | $742,050 | $109,327+578.7% | $89,391+730.1% | $158,922+366.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.64% | 345.68%-334.0pp | 245.62%-234.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $7,500 | $3,170+136.6% | $2,586+190.1% | $4,761+57.5% |
| Participant deferral / active EE | $22,750 | $4,598+394.7% | $3,890+484.8% | $5,982+280.3% |
| Admin fee / account holder | $1,076 | $6,153-82.5% | $4,881-78.0% | $11,246-90.4% |