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 | $460,245 | $91,190+404.7% | $178,490+157.9% | $79,858+476.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.96% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $12,625 | $3,256+287.8% | $5,011+152.0% | $2,471+411.0% |
| Participant deferral / active EE | $9,018 | $3,236+178.7% | $5,202+73.4% | $3,740+141.1% |
| Admin fee / account holder | $33,318 | $6,751+393.5% | $13,984+138.3% | $5,306+527.9% |