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 | $691,604 | $111,724+519.0% | $93,606+638.8% | $145,922+374.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.52% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $30,000 | $3,090+871.0% | $2,420+1139.8% | $4,660+543.8% |
| Participant deferral / active EE | $30,000 | $4,912+510.8% | $4,411+580.1% | $6,688+348.6% |
| Admin fee / account holder | $4,713 | $10,250-54.0% | $8,285-43.1% | $13,397-64.8% |