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 | $339,335 | $85,202+298.3% | $172,739+96.4% | $72,985+364.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.12% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,791 | $3,324-46.1% | $5,143-65.2% | $2,440-26.6% |
| Participant deferral / active EE | $3,233 | $3,260-0.8% | $5,198-37.8% | $3,607-10.4% |
| Admin fee / account holder | $29,992 | $5,884+409.7% | $13,954+114.9% | $5,124+485.3% |