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 8-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 | $840,965 | $183,592+358.1% | $155,567+440.6% | $145,959+476.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.22% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $30,000 | $5,315+464.5% | $4,674+541.8% | $4,661+543.7% |
| Participant deferral / active EE | $30,000 | $6,464+364.1% | $5,628+433.1% | $6,689+348.5% |
| Admin fee / account holder | $1,000,491 | $19,318+5079.0% | $15,916+6185.9% | $13,398+7367.6% |