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 | $729,245 | $85,202+755.9% | $172,739+322.2% | $72,985+899.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.43% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $12,734 | $3,324+283.1% | $5,143+147.6% | $2,440+421.9% |
| Participant deferral / active EE | $9,083 | $3,260+178.6% | $5,198+74.8% | $3,607+151.8% |
| Admin fee / account holder | $30,063 | $5,884+410.9% | $13,954+115.4% | $5,124+486.7% |