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 | $424,488 | $64,324+559.9% | $118,925+256.9% | $79,858+431.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 13.70% | 86.45%-72.7pp | 35.88%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $16,251 | $1,836+785.0% | $3,263+398.1% | $2,471+557.7% |
| Participant deferral / active EE | $12,211 | $2,824+332.4% | $4,265+186.3% | $3,740+226.5% |
| Admin fee / account holder | $2,133 | $4,040-47.2% | $6,581-67.6% | $5,306-59.8% |