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 | $586,899 | $89,355+556.8% | $141,162+315.8% | $72,985+704.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.16% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $9,163 | $3,114+194.2% | $4,735+93.5% | $2,440+275.6% |
| Participant deferral / active EE | $11,334 | $5,418+109.2% | $6,709+68.9% | $3,607+214.2% |
| Admin fee / account holder | $22,220 | $5,958+272.9% | $10,261+116.5% | $5,124+333.6% |