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 | $609,750 | $114,381+433.1% | $107,525+467.1% | $142,382+328.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.38% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $26,965 | $4,015+571.7% | $3,754+618.4% | $4,299+527.2% |
| Participant deferral / active EE | $10,036 | $5,564+80.4% | $5,116+96.2% | $6,507+54.2% |
| Admin fee / account holder | $18,671 | $9,860+89.4% | $8,919+109.3% | $12,624+47.9% |