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 | $593,545 | $91,190+550.9% | $178,490+232.5% | $79,858+643.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.46% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $29,460 | $3,256+804.8% | $5,011+487.9% | $2,471+1092.3% |
| Participant deferral / active EE | $10,237 | $3,236+216.3% | $5,202+96.8% | $3,740+173.7% |
| Admin fee / account holder | $24,953 | $6,751+269.6% | $13,984+78.4% | $5,306+370.3% |