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 | $463,912 | $91,190+408.7% | $178,490+159.9% | $79,858+480.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.23% | 24.19%-11.0pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $23,095 | $3,256+609.4% | $5,011+360.9% | $2,471+834.7% |
| Participant deferral / active EE | $13,611 | $3,236+320.6% | $5,202+161.7% | $3,740+263.9% |
| Admin fee / account holder | $41,240 | $6,751+510.9% | $13,984+194.9% | $5,306+677.2% |