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 | $560,557 | $115,770+384.2% | $101,248+453.6% | $158,922+252.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.20% | 56.14%-45.9pp | 46.47%-36.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $22,866 | $4,175+447.8% | $3,660+524.8% | $4,761+380.3% |
| Participant deferral / active EE | $12,168 | $4,957+145.5% | $4,370+178.4% | $5,982+103.4% |
| Admin fee / account holder | $26,982 | $7,245+272.4% | $5,945+353.8% | $11,246+139.9% |