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 | $749,335 | $105,126+612.8% | $94,646+691.7% | $139,434+437.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.36% | 38.03%-24.7pp | 156.71%-143.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $23,275 | $4,106+466.9% | $3,672+533.8% | $4,751+389.9% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,418+304.4% | $6,710+347.1% |
| Admin fee / account holder | $2,914 | $8,984-67.6% | $7,231-59.7% | $11,403-74.4% |