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 | $600,528 | $91,190+558.5% | $178,490+236.4% | $79,858+652.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.82% | 24.19%-10.4pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $9,880 | $3,256+203.5% | $5,011+97.2% | $2,471+299.9% |
| Participant deferral / active EE | $32,037 | $3,236+890.0% | $5,202+515.9% | $3,740+756.6% |
| Admin fee / account holder | $22,213 | $6,751+229.0% | $13,984+58.8% | $5,306+318.6% |