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 | $746,727 | $135,635+450.5% | $110,238+577.4% | $135,375+451.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.01% | 513.19%-510.2pp | 314.74%-311.7pp | 519.73%-516.7pp |
| Employer contribution / active EE | $20,500 | $4,906+317.8% | $3,826+435.7% | $4,779+329.0% |
| Participant deferral / active EE | $12,250 | $5,506+122.5% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $50,000 | $11,457+336.4% | $8,547+485.0% | $10,827+361.8% |