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 | $529,427 | $85,202+521.4% | $172,739+206.5% | $72,985+625.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.24% | 27.32%-1.1pp | 802.84%-776.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $12,903 | $3,324+288.1% | $5,143+150.9% | $2,440+428.9% |
| Participant deferral / active EE | $8,230 | $3,260+152.4% | $5,198+58.3% | $3,607+128.1% |
| Admin fee / account holder | $9,570 | $5,884+62.7% | $13,954-31.4% | $5,124+86.8% |