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 | $404,212 | $105,181+284.3% | $159,436+153.5% | $85,850+370.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.63% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $8,113 | $3,318+144.5% | $4,829+68.0% | $2,565+216.3% |
| Participant deferral / active EE | $10,441 | $5,945+75.6% | $7,352+42.0% | $3,952+164.2% |
| Admin fee / account holder | $17,555 | $6,933+153.2% | $10,799+62.6% | $6,260+180.4% |