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 | $561,837 | $72,277+677.3% | $101,248+454.9% | $79,858+603.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.40% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $16,817 | $2,692+524.8% | $3,660+359.6% | $2,471+580.6% |
| Participant deferral / active EE | $10,877 | $3,282+231.5% | $4,370+148.9% | $3,740+190.8% |
| Admin fee / account holder | $67,452 | $4,400+1432.9% | $5,945+1034.5% | $5,306+1171.2% |