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 | $728,448 | $69,207+952.6% | $64,056+1037.2% | $139,434+422.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 45.88%-32.6pp | 33.69%-20.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $15,622 | $3,182+390.9% | $2,747+468.8% | $4,751+228.8% |
| Participant deferral / active EE | $15,108 | $4,682+222.7% | $3,880+289.4% | $6,710+125.2% |
| Admin fee / account holder | $221,376 | $4,244+5116.2% | $3,068+7115.3% | $11,403+1841.5% |