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 | $747,431 | $72,400+932.4% | $67,502+1007.3% | $145,922+412.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.95% | 7182.46%-7171.5pp | 3512.12%-3501.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,212 | $3,069+37.2% | $2,731+54.2% | $4,660-9.6% |
| Participant deferral / active EE | $14,014 | $4,783+193.0% | $4,000+250.4% | $6,688+109.5% |
| Admin fee / account holder | $47,534 | $5,539+758.2% | $3,998+1089.1% | $13,397+254.8% |