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 | $411,362 | $85,202+382.8% | $172,739+138.1% | $72,985+463.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $17,161 | $3,324+416.2% | $5,143+233.7% | $2,440+603.4% |
| Participant deferral / active EE | $10,942 | $3,260+235.6% | $5,198+110.5% | $3,607+203.3% |
| Admin fee / account holder | $75,246 | $5,884+1178.8% | $13,954+439.2% | $5,124+1368.4% |