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 | $781,428 | $89,355+774.5% | $141,162+453.6% | $72,985+970.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.26% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $14,093 | $3,114+352.5% | $4,735+197.6% | $2,440+477.6% |
| Participant deferral / active EE | $11,620 | $5,418+114.5% | $6,709+73.2% | $3,607+222.1% |
| Admin fee / account holder | $47,527 | $5,958+697.7% | $10,261+363.2% | $5,124+827.5% |