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 | $509,838 | $144,119+253.8% | $117,854+332.6% | $147,584+245.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.18% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $18,105 | $4,896+269.8% | $3,786+378.2% | $4,876+271.3% |
| Participant deferral / active EE | $11,261 | $5,316+111.8% | $4,482+151.3% | $5,439+107.1% |
| Admin fee / account holder | $55,495 | $10,886+409.8% | $8,020+592.0% | $10,885+409.8% |