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 | $479,137 | $85,202+462.4% | $172,739+177.4% | $72,985+556.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.82% | 27.32%-10.5pp | 802.84%-786.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $11,410 | $3,324+243.2% | $5,143+121.9% | $2,440+367.6% |
| Participant deferral / active EE | $8,483 | $3,260+160.2% | $5,198+63.2% | $3,607+135.2% |
| Admin fee / account holder | $82,950 | $5,884+1309.8% | $13,954+494.5% | $5,124+1518.8% |