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 | $407,536 | $85,202+378.3% | $172,739+135.9% | $72,985+458.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.24% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,377 | $3,324+1.6% | $5,143-34.3% | $2,440+38.4% |
| Participant deferral / active EE | $5,086 | $3,260+56.0% | $5,198-2.1% | $3,607+41.0% |
| Admin fee / account holder | $6,840 | $5,884+16.2% | $13,954-51.0% | $5,124+33.5% |