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 | $270,568 | $68,346+295.9% | $94,646+185.9% | $75,163+260.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 32.87% | 616.93%-584.1pp | 156.71%-123.8pp | 160.62%-127.7pp |
| Employer contribution / active EE | $3,730 | $2,701+38.1% | $3,672+1.6% | $2,670+39.7% |
| Participant deferral / active EE | $9,194 | $6,537+40.6% | $7,418+23.9% | $4,125+122.9% |
| Admin fee / account holder | $16,717 | $5,326+213.9% | $7,231+131.2% | $5,651+195.8% |