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 | $614,020 | $84,233+629.0% | $170,442+260.3% | $70,131+775.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.87% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $22,373 | $3,387+560.6% | $5,433+311.8% | $2,342+855.1% |
| Participant deferral / active EE | $14,717 | $3,086+376.9% | $4,939+197.9% | $3,332+341.7% |
| Admin fee / account holder | $4,206 | $5,698-26.2% | $13,880-69.7% | $4,645-9.5% |