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 | $517,308 | $52,953+876.9% | $172,739+199.5% | $65,185+693.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.28% | 30.12%-10.8pp | 802.84%-783.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $29,689 | $2,190+1255.9% | $5,143+477.3% | $2,177+1264.0% |
| Participant deferral / active EE | $12,471 | $2,471+404.8% | $5,198+139.9% | $3,514+254.9% |
| Admin fee / account holder | $14,256 | $472+2920.9% | $13,954+2.2% | $847+1582.9% |