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 | $761,751 | $135,635+461.6% | $110,238+591.0% | $135,375+462.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.04% | 513.19%-504.1pp | 314.74%-305.7pp | 519.73%-510.7pp |
| Employer contribution / active EE | $24,770 | $4,906+404.9% | $3,826+547.3% | $4,779+418.3% |
| Participant deferral / active EE | $19,195 | $5,506+248.6% | $4,672+310.9% | $5,609+242.2% |
| Admin fee / account holder | $59,557 | $11,457+419.8% | $8,547+596.8% | $10,827+450.1% |