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 | $906,992 | $160,055+466.7% | $140,016+547.8% | $135,375+570.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.58% | 911.38%-901.8pp | 651.12%-641.5pp | 519.73%-510.1pp |
| Employer contribution / active EE | $31,059 | $6,420+383.8% | $5,606+454.1% | $4,779+549.9% |
| Participant deferral / active EE | $3,000 | $7,642-60.7% | $6,927-56.7% | $5,609-46.5% |
| Admin fee / account holder | $4,030 | $13,328-69.8% | $10,705-62.4% | $10,827-62.8% |