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 | $257,877 | $78,672+227.8% | $109,143+136.3% | $85,850+200.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.76% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $9,440 | $2,735+245.2% | $3,722+153.6% | $2,565+268.0% |
| Participant deferral / active EE | $10,784 | $3,467+211.0% | $4,653+131.8% | $3,952+172.9% |
| Admin fee / account holder | $132,264 | $5,469+2318.3% | $6,752+1858.8% | $6,260+2012.9% |