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 | $724,892 | $95,561+658.6% | $77,163+839.4% | $139,434+419.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.97% | 54.92%-43.0pp | 37.87%-25.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $19,231 | $3,147+511.0% | $2,535+658.7% | $4,751+304.8% |
| Participant deferral / active EE | $11,236 | $4,624+143.0% | $3,833+193.1% | $6,710+67.4% |
| Admin fee / account holder | $28,988 | $8,295+249.5% | $5,472+429.7% | $11,403+154.2% |