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 | $496,457 | $85,202+482.7% | $172,739+187.4% | $72,985+580.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.25% | 27.32%-0.1pp | 802.84%-775.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $10,706 | $3,324+222.1% | $5,143+108.2% | $2,440+338.8% |
| Participant deferral / active EE | $7,188 | $3,260+120.5% | $5,198+38.3% | $3,607+99.3% |
| Admin fee / account holder | $13,693 | $5,884+132.7% | $13,954-1.9% | $5,124+167.2% |