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 | $284,841 | $89,753+217.4% | $107,525+164.9% | $84,808+235.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.13% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $18,405 | $3,113+491.1% | $3,754+390.3% | $2,631+599.5% |
| Participant deferral / active EE | $13,589 | $4,056+235.0% | $5,116+165.6% | $4,212+222.7% |
| Admin fee / account holder | $29,280 | $7,222+305.4% | $8,919+228.3% | $7,344+298.7% |