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 | $537,291 | $85,202+530.6% | $172,739+211.0% | $72,985+636.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $21,222 | $3,324+538.4% | $5,143+312.7% | $2,440+769.8% |
| Participant deferral / active EE | $17,634 | $3,260+440.9% | $5,198+239.3% | $3,607+388.8% |
| Admin fee / account holder | $72,290 | $5,884+1128.6% | $13,954+418.1% | $5,124+1310.7% |