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 | $494,365 | $98,750+400.6% | $149,696+230.2% | $79,858+519.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.86% | 27.43%-12.6pp | 276.60%-261.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $10,077 | $3,216+213.3% | $4,644+117.0% | $2,471+307.8% |
| Participant deferral / active EE | $11,053 | $5,680+94.6% | $6,842+61.5% | $3,740+195.5% |
| Admin fee / account holder | $74,411 | $6,053+1129.4% | $9,309+699.4% | $5,306+1302.3% |