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 | $997,870 | $118,849+739.6% | $96,562+933.4% | $167,490+495.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.12% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.4pp |
| Employer contribution / active EE | $58,000 | $3,120+1759.2% | $2,356+2361.3% | $4,837+1099.0% |
| Participant deferral / active EE | $6,500 | $4,616+40.8% | $3,849+68.9% | $6,341+2.5% |
| Admin fee / account holder | $591,916 | $8,065+7239.3% | $6,181+9476.7% | $12,309+4708.8% |