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 | $353,765 | $97,125+264.2% | $86,233+310.2% | $137,256+157.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.94% | 74.19%-58.2pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $17,824 | $2,841+527.3% | $2,504+611.7% | $4,156+328.9% |
| Participant deferral / active EE | $14,621 | $5,180+182.3% | $4,559+220.7% | $6,407+128.2% |
| Admin fee / account holder | $104,593 | $9,725+975.6% | $8,342+1153.8% | $12,270+752.4% |