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 | $393,666 | $144,119+173.2% | $117,854+234.0% | $147,584+166.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.61% | 531.15%-508.5pp | 335.08%-312.5pp | 578.55%-555.9pp |
| Employer contribution / active EE | $25,749 | $4,896+425.9% | $3,786+580.1% | $4,876+428.0% |
| Participant deferral / active EE | $24,000 | $5,316+351.5% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $3,134 | $10,886-71.2% | $8,020-60.9% | $10,885-71.2% |