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 | $473,216 | $86,891+444.6% | $142,449+232.2% | $75,163+529.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 13.44% | 23.31%-9.9pp | 19.99%-6.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $17,618 | $3,355+425.1% | $4,847+263.5% | $2,670+559.9% |
| Participant deferral / active EE | $18,683 | $4,938+278.4% | $6,283+197.3% | $4,125+352.9% |
| Admin fee / account holder | $86,424 | $7,299+1084.1% | $10,011+763.3% | $5,651+1429.4% |