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 | $532,741 | $77,899+583.9% | $149,673+255.9% | $75,163+608.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.76% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $10,381 | $3,137+230.9% | $4,818+115.5% | $2,670+288.8% |
| Participant deferral / active EE | $7,393 | $3,411+116.7% | $5,680+30.2% | $4,125+79.2% |
| Admin fee / account holder | $33,918 | $5,956+469.4% | $13,210+156.8% | $5,651+500.2% |