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 | $757,481 | $95,266+695.1% | $82,389+819.4% | $142,382+432.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.56% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $14,286 | $2,991+377.6% | $2,517+467.6% | $4,299+232.3% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $48,458 | $8,563+465.9% | $7,231+570.2% | $12,624+283.9% |