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 | $375,199 | $84,233+345.4% | $170,442+120.1% | $70,131+435.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.04% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $21,690 | $3,387+540.4% | $5,433+299.2% | $2,342+825.9% |
| Participant deferral / active EE | $16,483 | $3,086+434.2% | $4,939+233.7% | $3,332+394.7% |
| Admin fee / account holder | $23,751 | $5,698+316.8% | $13,880+71.1% | $4,645+411.3% |