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 | $497,162 | $144,119+245.0% | $117,854+321.8% | $147,584+236.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.77% | 531.15%-517.4pp | 335.08%-321.3pp | 578.55%-564.8pp |
| Employer contribution / active EE | $9,983 | $4,896+103.9% | $3,786+163.7% | $4,876+104.7% |
| Participant deferral / active EE | $9,240 | $5,316+73.8% | $4,482+106.2% | $5,439+69.9% |
| Admin fee / account holder | $80,891 | $10,886+643.1% | $8,020+908.6% | $10,885+643.1% |