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 | $401,300 | $112,096+258.0% | $95,952+318.2% | $158,922+152.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.59% | 171.09%-159.5pp | 91.61%-80.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $14,679 | $3,198+359.0% | $2,541+477.7% | $4,761+208.3% |
| Participant deferral / active EE | $8,369 | $4,784+74.9% | $4,167+100.9% | $5,982+39.9% |
| Admin fee / account holder | $39,345 | $10,130+288.4% | $6,795+479.0% | $11,246+249.9% |