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 | $307,501 | $91,190+237.2% | $178,490+72.3% | $79,858+285.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.24% | 24.19%-8.0pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $20,976 | $3,256+544.3% | $5,011+318.6% | $2,471+749.0% |
| Participant deferral / active EE | $10,774 | $3,236+232.9% | $5,202+107.1% | $3,740+188.1% |
| Admin fee / account holder | $2,374 | $6,751-64.8% | $13,984-83.0% | $5,306-55.3% |