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 | $479,998 | $154,117+211.5% | $129,995+269.2% | $139,434+244.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.48% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $11,914 | $5,289+125.3% | $4,320+175.8% | $4,751+150.8% |
| Participant deferral / active EE | $12,533 | $6,710+86.8% | $5,820+115.3% | $6,710+86.8% |
| Admin fee / account holder | $28,924 | $14,007+106.5% | $10,614+172.5% | $11,403+153.7% |