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 | $573,359 | $98,750+480.6% | $149,696+283.0% | $79,858+618.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.05% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,647 | $3,216+106.6% | $4,644+43.1% | $2,471+169.0% |
| Participant deferral / active EE | $9,963 | $5,680+75.4% | $6,842+45.6% | $3,740+166.4% |
| Admin fee / account holder | $13,277 | $6,053+119.4% | $9,309+42.6% | $5,306+150.2% |