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 | $277,958 | $85,202+226.2% | $172,739+60.9% | $72,985+280.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.99% | 27.32%-5.3pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $9,886 | $3,324+197.4% | $5,143+92.2% | $2,440+305.2% |
| Participant deferral / active EE | $5,489 | $3,260+68.4% | $5,198+5.6% | $3,607+52.2% |
| Admin fee / account holder | $7,980 | $5,884+35.6% | $13,954-42.8% | $5,124+55.7% |