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 | $965,663 | $144,119+570.0% | $117,854+719.4% | $147,584+554.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.19% | 531.15%-518.0pp | 335.08%-321.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $14,774 | $4,896+201.7% | $3,786+290.2% | $4,876+203.0% |
| Participant deferral / active EE | $16,000 | $5,316+201.0% | $4,482+257.0% | $5,439+194.2% |
| Admin fee / account holder | $640 | $10,886-94.1% | $8,020-92.0% | $10,885-94.1% |