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 | $607,327 | $65,365+829.1% | $92,893+553.8% | $72,985+732.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 28.80% | 42.10%-13.3pp | 109.41%-80.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $6,428 | $2,594+147.8% | $3,653+76.0% | $2,440+163.5% |
| Participant deferral / active EE | $11,234 | $3,128+259.1% | $4,236+165.2% | $3,607+211.4% |
| Admin fee / account holder | $34,215 | $4,251+704.8% | $5,794+490.5% | $5,124+567.7% |