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 | $549,538 | $89,753+512.3% | $107,525+411.1% | $84,808+548.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.41% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $18,341 | $3,113+489.1% | $3,754+388.6% | $2,631+597.1% |
| Participant deferral / active EE | $14,075 | $4,056+247.0% | $5,116+175.1% | $4,212+234.2% |
| Admin fee / account holder | $2,744 | $7,222-62.0% | $8,919-69.2% | $7,344-62.6% |