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 | $751,828 | $91,190+724.5% | $178,490+321.2% | $79,858+841.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.57% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $32,714 | $3,256+904.8% | $5,011+552.9% | $2,471+1224.0% |
| Participant deferral / active EE | $18,206 | $3,236+462.6% | $5,202+250.0% | $3,740+386.8% |
| Admin fee / account holder | $64,440 | $6,751+854.5% | $13,984+360.8% | $5,306+1114.4% |