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 | $390,447 | $93,071+319.5% | $74,583+423.5% | $273,961+42.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.06% | 26.18%-24.1pp | 20.47%-18.4pp | 41.45%-39.4pp |
| Employer contribution / active EE | $10,400 | $3,160+229.2% | $2,525+311.9% | $4,869+113.6% |
| Participant deferral / active EE | $10,550 | $4,160+153.6% | $3,458+205.1% | $5,287+99.5% |
| Admin fee / account holder | $87,915 | $5,272+1567.4% | $4,138+2024.7% | $10,132+767.7% |