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 | $526,933 | $97,757+439.0% | $83,848+528.4% | $135,375+289.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.53% | 1287.37%-1281.8pp | 850.88%-845.3pp | 519.73%-514.2pp |
| Employer contribution / active EE | $20,102 | $4,222+376.2% | $3,631+453.6% | $4,779+320.6% |
| Participant deferral / active EE | $11,033 | $4,682+135.6% | $4,082+170.3% | $5,609+96.7% |
| Admin fee / account holder | $25,647 | $6,674+284.3% | $5,478+368.2% | $10,827+136.9% |