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 | $558,188 | $91,190+512.1% | $178,490+212.7% | $79,858+599.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.60% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $31,410 | $3,256+864.8% | $5,011+526.9% | $2,471+1171.3% |
| Participant deferral / active EE | $17,409 | $3,236+438.0% | $5,202+234.7% | $3,740+365.5% |
| Admin fee / account holder | $1,070 | $6,751-84.2% | $13,984-92.4% | $5,306-79.8% |