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 3-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 | $800,284 | $156,846+410.2% | $121,098+560.9% | $139,434+474.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 1474.56%-1461.8pp | 985.75%-973.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $8,125 | $5,536+46.8% | $4,164+95.1% | $4,751+71.0% |
| Participant deferral / active EE | $20,000 | $4,844+312.9% | $4,080+390.2% | $6,710+198.1% |
| Admin fee / account holder | $6,947 | $6,9460% | $5,644+23.1% | $11,403-39.1% |