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 | $542,251 | $105,181+415.5% | $159,436+240.1% | $85,850+531.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.43% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $5,930 | $3,318+78.7% | $4,829+22.8% | $2,565+131.2% |
| Participant deferral / active EE | $15,605 | $5,945+162.5% | $7,352+112.2% | $3,952+294.9% |
| Admin fee / account holder | $24,875 | $6,933+258.8% | $10,799+130.4% | $6,260+297.4% |