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 | $735,550 | $180,749+306.9% | $160,784+357.5% | $137,256+435.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.40% | 2234.46%-2217.1pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $12,912 | $4,155+210.7% | $3,733+245.9% | $4,156+210.7% |
| Participant deferral / active EE | $13,598 | $6,844+98.7% | $6,293+116.1% | $6,407+112.2% |
| Admin fee / account holder | $17,166 | $10,397+65.1% | $9,717+76.7% | $12,270+39.9% |