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 | $523,435 | $91,190+474.0% | $178,490+193.3% | $79,858+555.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.64% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $22,059 | $3,256+577.5% | $5,011+340.2% | $2,471+792.8% |
| Participant deferral / active EE | $19,483 | $3,236+502.1% | $5,202+274.6% | $3,740+420.9% |
| Admin fee / account holder | $19,614 | $6,751+190.5% | $13,984+40.3% | $5,306+269.6% |