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 9-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.
See 1 actuary disclosure. $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 | $538,444 | $124,281+333.2% | $109,143+393.3% | $167,490+221.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.85% | 26.04%-11.2pp | 25.75%-10.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $16,642 | $4,207+295.5% | $3,722+347.1% | $4,837+244.0% |
| Participant deferral / active EE | $12,839 | $5,255+144.3% | $4,653+175.9% | $6,341+102.5% |
| Admin fee / account holder | $25,495 | $7,970+219.9% | $6,752+277.6% | $12,309+107.1% |