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 | $445,961 | $85,202+423.4% | $172,739+158.2% | $72,985+511.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $19,616 | $3,324+490.1% | $5,143+281.4% | $2,440+704.0% |
| Participant deferral / active EE | $17,293 | $3,260+430.4% | $5,198+232.7% | $3,607+379.4% |
| Admin fee / account holder | $5,074 | $5,884-13.8% | $13,954-63.6% | $5,124-1.0% |