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 | $500,704 | $85,202+487.7% | $172,739+189.9% | $72,985+586.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.66% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $11,446 | $3,324+244.3% | $5,143+122.6% | $2,440+369.1% |
| Participant deferral / active EE | $16,937 | $3,260+419.5% | $5,198+225.9% | $3,607+369.5% |
| Admin fee / account holder | $94,590 | $5,884+1507.6% | $13,954+577.9% | $5,124+1745.9% |