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 | $607,909 | $99,079+513.6% | $77,999+679.4% | $273,961+121.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.36% | 217.93%-213.6pp | 425.96%-421.6pp | 41.45%-37.1pp |
| Employer contribution / active EE | $19,990 | $3,308+504.4% | $2,470+709.3% | $4,869+310.6% |
| Participant deferral / active EE | $12,000 | $4,306+178.7% | $3,497+243.2% | $5,287+127.0% |
| Admin fee / account holder | $5,924 | $8,954-33.8% | $5,480+8.1% | $10,132-41.5% |