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 | $641,788 | $85,022+654.9% | $70,515+810.1% | $139,434+360.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.69% | 30.38%-18.7pp | 32.77%-21.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $30,624 | $3,909+683.4% | $2,973+929.9% | $4,751+544.6% |
| Participant deferral / active EE | $17,031 | $5,890+189.1% | $4,567+272.9% | $6,710+153.8% |
| Admin fee / account holder | $122,078 | $8,906+1270.8% | $6,412+1803.9% | $11,403+970.6% |