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 | $737,237 | $176,662+317.3% | $130,648+464.3% | $152,861+382.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 12.12% | 2692.24%-2680.1pp | 1708.96%-1696.8pp | 345.32%-333.2pp |
| Employer contribution / active EE | $27,750 | $5,742+383.3% | $4,092+578.2% | $4,762+482.7% |
| Participant deferral / active EE | $18,750 | $4,361+329.9% | $3,603+420.4% | $5,850+220.5% |
| Admin fee / account holder | $18,658 | $7,133+161.6% | $5,464+241.4% | $11,596+60.9% |