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 6-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 | $944,557 | $575,287+64.2% | $727,807+29.8% | $575,287+64.2% |
| Participation rate | 0.0% | 88.5%-88.5pp | 79.1%-79.1pp | 88.5%-88.5pp |
| Annual return | 17.60% | 7.52%+10.1pp | 11.76%+5.8pp | 7.52%+10.1pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $20,120-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $1,216-100.0% | $6,006-100.0% |
| Admin fee / account holder | $7,759 | $17,721-56.2% | $7,460+4.0% | $17,721-56.2% |