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 | $435,385 | $94,625+360.1% | $116,228+274.6% | $84,808+413.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.46% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $24,202 | $2,347+931.4% | $2,994+708.2% | $2,631+819.9% |
| Participant deferral / active EE | $8,153 | $3,972+105.3% | $4,953+64.6% | $4,212+93.6% |
| Admin fee / account holder | $22,661 | $10,091+124.6% | $11,989+89.0% | $7,344+208.6% |