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 | $577,730 | $150,187+284.7% | $120,354+380.0% | $145,922+295.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.97% | 154.07%-141.1pp | 107.15%-94.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $15,937 | $4,348+266.5% | $3,463+360.3% | $4,660+242.0% |
| Participant deferral / active EE | $13,186 | $6,173+113.6% | $4,991+164.2% | $6,688+97.2% |
| Admin fee / account holder | $9,126 | $12,207-25.2% | $9,423-3.2% | $13,397-31.9% |