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 | $488,553 | $91,190+435.8% | $178,490+173.7% | $79,858+511.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.01% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $15,657 | $3,256+380.9% | $5,011+212.5% | $2,471+533.7% |
| Participant deferral / active EE | $11,756 | $3,236+263.3% | $5,202+126.0% | $3,740+214.3% |
| Admin fee / account holder | $21,154 | $6,751+213.4% | $13,984+51.3% | $5,306+298.7% |