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 | $393,867 | $112,096+251.4% | $95,952+310.5% | $158,922+147.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.92% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $22,176 | $3,198+593.4% | $2,541+772.7% | $4,761+365.8% |
| Participant deferral / active EE | $13,511 | $4,784+182.4% | $4,167+224.2% | $5,982+125.9% |
| Admin fee / account holder | $18,964 | $10,130+87.2% | $6,795+179.1% | $11,246+68.6% |