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 | $396,003 | $111,754+254.4% | $103,333+283.2% | $145,922+171.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $12,143 | $4,212+188.3% | $3,868+214.0% | $4,660+160.6% |
| Participant deferral / active EE | $9,167 | $5,619+63.2% | $5,057+81.3% | $6,688+37.1% |
| Admin fee / account holder | $42,915 | $9,750+340.1% | $8,355+413.7% | $13,397+220.3% |