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 | $873,220 | $197,825+341.4% | $155,790+460.5% | $125,391+596.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 8.47% | 86.74%-78.3pp | 71.54%-63.1pp | 282.22%-273.8pp |
| Employer contribution / active EE | $18,225 | $4,847+276.0% | $3,836+375.1% | $4,866+274.5% |
| Participant deferral / active EE | $16,750 | $5,630+197.5% | $4,797+249.2% | $5,352+213.0% |
| Admin fee / account holder | $30,564 | $9,545+220.2% | $7,478+308.7% | $9,540+220.4% |