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 | $809,241 | $97,757+727.8% | $83,848+865.1% | $135,375+497.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.87% | 1287.37%-1277.5pp | 850.88%-841.0pp | 519.73%-509.9pp |
| Employer contribution / active EE | $22,353 | $4,222+429.5% | $3,631+515.7% | $4,779+367.8% |
| Participant deferral / active EE | $12,511 | $4,682+167.2% | $4,082+206.5% | $5,609+123.1% |
| Admin fee / account holder | $20,720 | $6,674+210.5% | $5,478+278.2% | $10,827+91.4% |