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 | $569,981 | $63,346+799.8% | $92,233+518.0% | $70,131+712.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.49% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $24,849 | $2,471+905.6% | $3,679+575.4% | $2,342+960.8% |
| Participant deferral / active EE | $8,409 | $2,854+194.7% | $3,897+115.8% | $3,332+152.4% |
| Admin fee / account holder | $10,036 | $3,840+161.3% | $5,194+93.2% | $4,645+116.0% |