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 | $367,449 | $57,016+544.5% | $84,966+332.5% | $80,856+354.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.92% | 21.66%-4.7pp | 66.38%-49.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $28,192 | $1,798+1468.3% | $2,727+933.8% | $2,755+923.4% |
| Participant deferral / active EE | $14,599 | $3,110+369.5% | $4,519+223.0% | $4,296+239.8% |
| Admin fee / account holder | $43,033 | $4,980+764.0% | $6,149+599.9% | $6,918+522.0% |