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 | $550,467 | $180,449+205.1% | $154,107+257.2% | $135,375+306.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.86% | 888.09%-874.2pp | 735.12%-721.3pp | 519.73%-505.9pp |
| Employer contribution / active EE | $25,000 | $6,035+314.3% | $5,298+371.9% | $4,779+423.1% |
| Participant deferral / active EE | $8,800 | $5,806+51.6% | $5,081+73.2% | $5,609+56.9% |
| Admin fee / account holder | $199,002 | $16,143+1132.8% | $13,411+1383.9% | $10,827+1738.0% |