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 | $948,068 | $91,190+939.7% | $178,490+431.2% | $79,858+1087.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.73% | 24.19%-3.5pp | 151.07%-130.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $29,122 | $3,256+794.5% | $5,011+481.2% | $2,471+1078.7% |
| Participant deferral / active EE | $18,560 | $3,236+473.5% | $5,202+256.8% | $3,740+396.3% |
| Admin fee / account holder | $59,784 | $6,751+785.5% | $13,984+327.5% | $5,306+1026.7% |