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 | $697,313 | $115,770+502.3% | $101,248+588.7% | $158,922+338.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.12% | 56.14%-46.0pp | 46.47%-36.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $12,344 | $4,175+195.7% | $3,660+237.3% | $4,761+159.3% |
| Participant deferral / active EE | $6,401 | $4,957+29.1% | $4,370+46.5% | $5,982+7.0% |
| Admin fee / account holder | $25,625 | $7,245+253.7% | $5,945+331.0% | $11,246+127.9% |