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 | $619,337 | $99,020+525.5% | $86,590+615.3% | $147,584+319.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.86% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $19,035 | $3,132+507.8% | $2,839+570.4% | $4,876+290.4% |
| Participant deferral / active EE | $12,967 | $3,972+226.5% | $3,609+259.3% | $5,439+138.4% |
| Admin fee / account holder | $105,342 | $5,710+1744.8% | $4,906+2047.4% | $10,885+867.8% |