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 | $691,724 | $124,281+456.6% | $109,143+533.8% | $167,490+313.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.02% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $10,408 | $4,207+147.4% | $3,722+179.6% | $4,837+115.2% |
| Participant deferral / active EE | $5,194 | $5,255-1.2% | $4,653+11.6% | $6,341-18.1% |
| Admin fee / account holder | $32,500 | $7,970+307.8% | $6,752+381.3% | $12,309+164.0% |