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 | $444,375 | $89,355+397.3% | $141,162+214.8% | $72,985+508.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.79% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $20,854 | $3,114+569.6% | $4,735+340.4% | $2,440+754.7% |
| Participant deferral / active EE | $15,844 | $5,418+192.4% | $6,709+136.2% | $3,607+339.2% |
| Admin fee / account holder | $3,168 | $5,958-46.8% | $10,261-69.1% | $5,124-38.2% |