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 | $273,936 | $97,757+180.2% | $83,848+226.7% | $135,375+102.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.00% | 1287.37%-1281.4pp | 850.88%-844.9pp | 519.73%-513.7pp |
| Employer contribution / active EE | $23,333 | $4,222+452.7% | $3,631+542.7% | $4,779+388.3% |
| Participant deferral / active EE | $7,406 | $4,682+58.2% | $4,082+81.5% | $5,609+32.0% |
| Admin fee / account holder | $74,369 | $6,674+1014.3% | $5,478+1257.6% | $10,827+586.9% |