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 | $860,515 | $93,346+821.9% | $71,796+1098.6% | $273,961+214.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.51% | 130.39%-124.9pp | 78.04%-72.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $9,950 | $2,733+264.0% | $1,924+417.0% | $4,869+104.4% |
| Participant deferral / active EE | $15,000 | $3,475+331.6% | $2,794+436.8% | $5,287+183.7% |
| Admin fee / account holder | $6,328 | $6,571-3.7% | $4,815+31.4% | $10,132-37.5% |