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 | $361,319 | $85,202+324.1% | $172,739+109.2% | $72,985+395.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.27% | 27.32%-11.1pp | 802.84%-786.6pp | 81.00%-64.7pp |
| Employer contribution / active EE | $11,875 | $3,324+257.2% | $5,143+130.9% | $2,440+386.7% |
| Participant deferral / active EE | $15,431 | $3,260+373.3% | $5,198+196.9% | $3,607+327.7% |
| Admin fee / account holder | $1,650 | $5,884-71.9% | $13,954-88.2% | $5,124-67.8% |