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 | $636,077 | $91,190+597.5% | $178,490+256.4% | $79,858+696.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.37% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $28,868 | $3,256+786.7% | $5,011+476.1% | $2,471+1068.4% |
| Participant deferral / active EE | $15,269 | $3,236+371.8% | $5,202+193.6% | $3,740+308.3% |
| Admin fee / account holder | $17,426 | $6,751+158.1% | $13,984+24.6% | $5,306+228.4% |