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 | $802,391 | $150,187+434.3% | $120,354+566.7% | $145,922+449.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.81% | 154.07%-141.3pp | 107.15%-94.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $16,590 | $4,348+281.6% | $3,463+379.1% | $4,660+256.0% |
| Participant deferral / active EE | $15,334 | $6,173+148.4% | $4,991+207.2% | $6,688+129.3% |
| Admin fee / account holder | $207,089 | $12,207+1596.5% | $9,423+2097.7% | $13,397+1445.8% |