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 | $465,210 | $89,355+420.6% | $141,162+229.6% | $72,985+537.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.36% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $14,300 | $3,114+359.2% | $4,735+202.0% | $2,440+486.1% |
| Participant deferral / active EE | $13,903 | $5,418+156.6% | $6,709+107.2% | $3,607+285.4% |
| Admin fee / account holder | $75,088 | $5,958+1160.3% | $10,261+631.8% | $5,124+1365.3% |