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 | $394,406 | $93,346+322.5% | $71,796+449.3% | $273,961+44.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.91% | 130.39%-126.5pp | 78.04%-74.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $11,754 | $2,733+330.0% | $1,924+510.8% | $4,869+141.4% |
| Participant deferral / active EE | $16,258 | $3,475+367.8% | $2,794+481.8% | $5,287+207.5% |
| Admin fee / account holder | $3,978 | $6,571-39.5% | $4,815-17.4% | $10,132-60.7% |