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 | $498,411 | $115,770+330.5% | $101,248+392.3% | $158,922+213.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.77% | 56.14%-47.4pp | 46.47%-37.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $18,422 | $4,175+341.3% | $3,660+403.4% | $4,761+286.9% |
| Participant deferral / active EE | $9,574 | $4,957+93.1% | $4,370+119.1% | $5,982+60.0% |
| Admin fee / account holder | $108,982 | $7,245+1404.2% | $5,945+1733.0% | $11,246+869.1% |