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 | $270,402 | $91,190+196.5% | $178,490+51.5% | $79,858+238.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.49% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $13,253 | $3,256+307.1% | $5,011+164.5% | $2,471+436.4% |
| Participant deferral / active EE | $9,150 | $3,236+182.7% | $5,202+75.9% | $3,740+144.7% |
| Admin fee / account holder | $2,055 | $6,751-69.6% | $13,984-85.3% | $5,306-61.3% |