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 | $272,904 | $102,317+166.7% | $146,958+85.7% | $80,856+237.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.31% | 134.76%-122.5pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $15,415 | $3,713+315.1% | $4,933+212.5% | $2,755+459.6% |
| Participant deferral / active EE | $15,535 | $6,644+133.8% | $8,070+92.5% | $4,296+261.6% |
| Admin fee / account holder | $29,317 | $7,941+269.2% | $12,998+125.5% | $6,918+323.8% |