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 | $497,419 | $74,888+564.2% | $71,209+598.5% | $142,382+249.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.19% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $12,500 | $2,854+337.9% | $2,721+359.4% | $4,299+190.8% |
| Participant deferral / active EE | $10,513 | $4,454+136.0% | $4,175+151.8% | $6,507+61.6% |
| Admin fee / account holder | $592 | $5,568-89.4% | $5,349-88.9% | $12,624-95.3% |