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 | $714,586 | $104,664+582.7% | $85,682+734.0% | $167,490+326.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.69% | 21.45%-3.8pp | 21.49%-3.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $10,325 | $3,337+209.4% | $2,618+294.3% | $4,837+113.4% |
| Participant deferral / active EE | $16,660 | $4,824+245.3% | $3,923+324.7% | $6,341+162.7% |
| Admin fee / account holder | $148,310 | $10,032+1378.4% | $6,873+2057.9% | $12,309+1104.9% |