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 | $548,086 | $91,190+501.0% | $178,490+207.1% | $79,858+586.3% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 17.12% | 24.19%-7.1pp | 151.07%-133.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $26,269 | $3,256+706.8% | $5,011+424.3% | $2,471+963.2% |
| Participant deferral / active EE | $17,911 | $3,236+453.5% | $5,202+244.3% | $3,740+378.9% |
| Admin fee / account holder | $93,658 | $6,751+1287.3% | $13,984+569.8% | $5,306+1665.0% |