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 | $399,155 | $89,355+346.7% | $141,162+182.8% | $72,985+446.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.61% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $14,046 | $3,114+351.0% | $4,735+196.6% | $2,440+475.7% |
| Participant deferral / active EE | $10,556 | $5,418+94.8% | $6,709+57.3% | $3,607+192.6% |
| Admin fee / account holder | $10,957 | $5,958+83.9% | $10,261+6.8% | $5,124+113.8% |