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 | $530,076 | $91,552+479.0% | $133,956+295.7% | $79,858+563.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.35% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $15,219 | $2,384+538.5% | $3,919+288.4% | $2,471+515.9% |
| Participant deferral / active EE | $15,601 | $3,733+317.9% | $5,048+209.1% | $3,740+317.1% |
| Admin fee / account holder | $1,107 | $6,321-82.5% | $8,927-87.6% | $5,306-79.1% |