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 | $751,172 | $91,190+723.7% | $178,490+320.8% | $79,858+840.6% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 15.89% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $27,395 | $3,256+741.4% | $5,011+446.7% | $2,471+1008.8% |
| Participant deferral / active EE | $13,253 | $3,236+309.5% | $5,202+154.8% | $3,740+254.3% |
| Admin fee / account holder | $104,446 | $6,751+1447.1% | $13,984+646.9% | $5,306+1868.3% |