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 | $777,667 | $74,888+938.4% | $71,209+992.1% | $142,382+446.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.44% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $10,800 | $2,854+278.4% | $2,721+296.9% | $4,299+151.2% |
| Participant deferral / active EE | $27,500 | $4,454+517.4% | $4,175+558.7% | $6,507+322.6% |
| Admin fee / account holder | $21,361 | $5,568+283.6% | $5,349+299.4% | $12,624+69.2% |