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 | $369,796 | $85,202+334.0% | $172,739+114.1% | $72,985+406.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.88% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $10,026 | $3,324+201.6% | $5,143+94.9% | $2,440+310.9% |
| Participant deferral / active EE | $7,072 | $3,260+116.9% | $5,198+36.1% | $3,607+96.0% |
| Admin fee / account holder | $125,215 | $5,884+2028.1% | $13,954+797.3% | $5,124+2343.5% |