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 | $766,518 | $114,381+570.1% | $107,525+612.9% | $142,382+438.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.14% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,500 | $4,015+211.4% | $3,754+233.0% | $4,299+190.8% |
| Participant deferral / active EE | $14,957 | $5,564+168.8% | $5,116+192.4% | $6,507+129.9% |
| Admin fee / account holder | $40,015 | $9,860+305.8% | $8,919+348.7% | $12,624+217.0% |