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 | $585,754 | $109,881+433.1% | $150,045+290.4% | $84,808+590.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.06% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $19,044 | $3,561+434.8% | $4,693+305.8% | $2,631+623.8% |
| Participant deferral / active EE | $17,329 | $6,636+161.1% | $7,997+116.7% | $4,212+311.5% |
| Admin fee / account holder | $40,787 | $8,568+376.0% | $13,435+203.6% | $7,344+455.4% |