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 | $707,996 | $124,281+469.7% | $109,143+548.7% | $167,490+322.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.62% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $15,545 | $4,207+269.5% | $3,722+317.7% | $4,837+221.4% |
| Participant deferral / active EE | $11,392 | $5,255+116.8% | $4,653+144.8% | $6,341+79.7% |
| Admin fee / account holder | $90,849 | $7,970+1039.9% | $6,752+1245.5% | $12,309+638.1% |