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 | $573,005 | $85,202+572.5% | $172,739+231.7% | $72,985+685.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.32% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $13,625 | $3,324+309.9% | $5,143+164.9% | $2,440+458.4% |
| Participant deferral / active EE | $8,712 | $3,260+167.2% | $5,198+67.6% | $3,607+141.5% |
| Admin fee / account holder | $49,411 | $5,884+739.8% | $13,954+254.1% | $5,124+864.2% |