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 | $628,839 | $144,119+336.3% | $117,854+433.6% | $147,584+326.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.15% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $19,560 | $4,896+299.5% | $3,786+416.6% | $4,876+301.1% |
| Participant deferral / active EE | $18,050 | $5,316+239.6% | $4,482+302.7% | $5,439+231.9% |
| Admin fee / account holder | $8,340 | $10,886-23.4% | $8,020+4.0% | $10,885-23.4% |