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 | $952,486 | $162,781+485.1% | $133,956+611.0% | $158,922+499.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 45.67% | 41.94%+3.7pp | 45.09%+0.6pp | 302.83%-257.2pp |
| Employer contribution / active EE | $15,500 | $4,975+211.5% | $3,919+295.6% | $4,761+225.6% |
| Participant deferral / active EE | $48,000 | $5,911+712.1% | $5,048+850.9% | $5,982+702.4% |
| Admin fee / account holder | $46,403 | $11,736+295.4% | $8,927+419.8% | $11,246+312.6% |