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 | $911,075 | $176,056+417.5% | $159,436+471.4% | $167,490+444.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 331.75%-315.5pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $38,500 | $5,297+626.8% | $4,829+697.2% | $4,837+695.9% |
| Participant deferral / active EE | $22,750 | $7,750+193.5% | $7,352+209.4% | $6,341+258.8% |
| Admin fee / account holder | $8,812 | $12,554-29.8% | $10,799-18.4% | $12,309-28.4% |