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 | $556,690 | $78,672+607.6% | $109,143+410.1% | $85,850+548.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.08% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $15,690 | $2,735+473.7% | $3,722+321.5% | $2,565+511.7% |
| Participant deferral / active EE | $10,175 | $3,467+193.5% | $4,653+118.7% | $3,952+157.5% |
| Admin fee / account holder | $17,350 | $5,469+217.2% | $6,752+157.0% | $6,260+177.2% |