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 | $993,709 | $103,376+861.3% | $87,100+1040.9% | $152,861+550.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.37% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $14,694 | $3,220+356.3% | $2,521+482.8% | $4,762+208.6% |
| Participant deferral / active EE | $8,748 | $4,778+83.1% | $4,049+116.1% | $5,850+49.5% |
| Admin fee / account holder | $557 | $12,205-95.4% | $7,497-92.6% | $11,596-95.2% |