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 | $506,136 | $91,190+455.0% | $178,490+183.6% | $79,858+533.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.22% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $34,470 | $3,256+958.7% | $5,011+588.0% | $2,471+1295.1% |
| Participant deferral / active EE | $20,505 | $3,236+533.6% | $5,202+294.2% | $3,740+448.3% |
| Admin fee / account holder | $85,109 | $6,751+1160.7% | $13,984+508.6% | $5,306+1503.9% |