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 | $477,086 | $60,892+683.5% | $82,389+479.1% | $84,808+462.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 19.60% | 37.29%-17.7pp | 28.67%-9.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $21,206 | $1,779+1091.8% | $2,517+742.5% | $2,631+706.0% |
| Participant deferral / active EE | $10,827 | $3,179+240.6% | $4,155+160.6% | $4,212+157.1% |
| Admin fee / account holder | $4,414 | $5,467-19.3% | $7,231-39.0% | $7,344-39.9% |