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 | $563,148 | $58,208+867.5% | $81,812+588.3% | $80,856+596.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.05% | 41.66%-23.6pp | 773.79%-755.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $18,251 | $2,340+680.0% | $2,912+526.7% | $2,755+562.5% |
| Participant deferral / active EE | $10,001 | $3,281+204.8% | $4,319+131.6% | $4,296+132.8% |
| Admin fee / account holder | $1,051 | $4,981-78.9% | $7,386-85.8% | $6,918-84.8% |