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 | $499,229 | $89,355+458.7% | $141,162+253.7% | $72,985+584.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.79% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $26,501 | $3,114+750.9% | $4,735+459.7% | $2,440+986.2% |
| Participant deferral / active EE | $7,940 | $5,418+46.5% | $6,709+18.3% | $3,607+120.1% |
| Admin fee / account holder | $7,798 | $5,958+30.9% | $10,261-24.0% | $5,124+52.2% |