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 | $464,079 | $77,634+497.8% | $156,549+196.4% | $62,891+637.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.58% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $21,870 | $3,444+535.1% | $5,501+297.5% | $2,281+858.8% |
| Participant deferral / active EE | $9,552 | $3,045+213.7% | $4,871+96.1% | $3,203+198.2% |
| Admin fee / account holder | $25,056 | $5,561+350.6% | $13,027+92.3% | $4,296+483.3% |