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 | $748,603 | $110,809+575.6% | $86,874+761.7% | $167,490+347.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.84% | 116.98%-99.1pp | 63.52%-45.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $10,000 | $3,244+208.3% | $2,495+300.7% | $4,837+106.7% |
| Participant deferral / active EE | $7,735 | $4,546+70.1% | $3,699+109.1% | $6,341+22.0% |
| Admin fee / account holder | $3,819 | $8,415-54.6% | $5,828-34.5% | $12,309-69.0% |