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 | $502,406 | $144,119+248.6% | $117,854+326.3% | $147,584+240.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.42% | 531.15%-517.7pp | 335.08%-321.7pp | 578.55%-565.1pp |
| Employer contribution / active EE | $13,022 | $4,896+165.9% | $3,786+243.9% | $4,876+167.0% |
| Participant deferral / active EE | $2,250 | $5,316-57.7% | $4,482-49.8% | $5,439-58.6% |
| Admin fee / account holder | $1,647 | $10,886-84.9% | $8,020-79.5% | $10,885-84.9% |