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 | $106,749+445.4% | $145,433+300.3% | $82,448+606.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.59% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $14,160 | $3,444+311.1% | $4,554+210.9% | $2,551+455.1% |
| Participant deferral / active EE | $9,241 | $6,519+41.8% | $7,897+17.0% | $4,139+123.3% |
| Admin fee / account holder | $4,257 | $8,390-49.3% | $13,129-67.6% | $7,234-41.2% |