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 | $847,385 | $165,984+410.5% | $164,813+414.2% | $145,922+480.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.36% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-548.9pp |
| Employer contribution / active EE | $22,000 | $5,273+317.2% | $4,341+406.8% | $4,660+372.1% |
| Participant deferral / active EE | $21,000 | $6,959+201.8% | $6,031+248.2% | $6,688+214.0% |
| Admin fee / account holder | $5,399 | $16,648-67.6% | $12,690-57.5% | $13,397-59.7% |