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 | $256,738 | $85,202+201.3% | $172,739+48.6% | $72,985+251.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.33% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $9,491 | $3,324+185.5% | $5,143+84.6% | $2,440+289.0% |
| Participant deferral / active EE | $5,500 | $3,260+68.7% | $5,198+5.8% | $3,607+52.5% |
| Admin fee / account holder | $11,155 | $5,884+89.6% | $13,954-20.1% | $5,124+117.7% |