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 | $316,101 | $69,207+356.7% | $64,056+393.5% | $139,434+126.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.88% | 45.88%-21.0pp | 33.69%-8.8pp | 372.94%-348.1pp |
| Employer contribution / active EE | $20,000 | $3,182+528.5% | $2,747+628.2% | $4,751+321.0% |
| Participant deferral / active EE | $6,667 | $4,682+42.4% | $3,880+71.8% | $6,710-0.7% |
| Admin fee / account holder | $15,934 | $4,244+275.4% | $3,068+419.3% | $11,403+39.7% |