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 8-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 | $789,234 | $82,664+854.8% | $125,339+529.7% | $68,494+1052.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 9.72% | -5.97%+15.7pp | 572.05%-562.3pp | -7.84%+17.6pp |
| Employer contribution / active EE | $17,329 | $3,381+412.5% | $4,814+260.0% | $2,596+567.4% |
| Participant deferral / active EE | $10,139 | $6,110+65.9% | $7,446+36.2% | $4,027+151.8% |
| Admin fee / account holder | $20,239 | $6,275+222.5% | $10,010+102.2% | $5,403+274.6% |