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 | $358,817 | $104,664+242.8% | $85,682+318.8% | $167,490+114.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.81% | 21.45%-10.6pp | 21.49%-10.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $22,765 | $3,337+582.2% | $2,618+769.5% | $4,837+370.6% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $13,805 | $10,032+37.6% | $6,873+100.9% | $12,309+12.2% |