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 | $314,868 | $91,190+245.3% | $178,490+76.4% | $79,858+294.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.12% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $14,248 | $3,256+337.6% | $5,011+184.4% | $2,471+476.6% |
| Participant deferral / active EE | $12,002 | $3,236+270.9% | $5,202+130.7% | $3,740+220.9% |
| Admin fee / account holder | $17,981 | $6,751+166.3% | $13,984+28.6% | $5,306+238.9% |