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 | $416,017 | $137,414+202.7% | $189,513+119.5% | $85,850+384.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.61% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $19,444 | $4,344+347.6% | $6,162+215.6% | $2,565+658.0% |
| Participant deferral / active EE | $19,523 | $6,260+211.9% | $8,221+137.5% | $3,952+394.0% |
| Admin fee / account holder | $60,847 | $8,630+605.1% | $12,045+405.2% | $6,260+872.0% |