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 4-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 | $582,215 | $109,881+429.9% | $150,045+288.0% | $84,808+586.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.59% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $14,160 | $3,561+297.6% | $4,693+201.7% | $2,631+438.2% |
| Participant deferral / active EE | $9,241 | $6,636+39.3% | $7,997+15.6% | $4,212+119.4% |
| Admin fee / account holder | $4,257 | $8,568-50.3% | $13,435-68.3% | $7,344-42.0% |