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 | $267,931 | $85,202+214.5% | $172,739+55.1% | $72,985+267.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.68% | 27.32%-8.6pp | 802.84%-784.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $6,833 | $3,324+105.6% | $5,143+32.9% | $2,440+180.1% |
| Participant deferral / active EE | $4,001 | $3,260+22.7% | $5,198-23.0% | $3,607+10.9% |
| Admin fee / account holder | $9,361 | $5,884+59.1% | $13,954-32.9% | $5,124+82.7% |