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 | $379,538 | $91,190+316.2% | $178,490+112.6% | $79,858+375.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.54% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $22,398 | $3,256+588.0% | $5,011+347.0% | $2,471+806.5% |
| Participant deferral / active EE | $16,112 | $3,236+397.9% | $5,202+209.8% | $3,740+330.8% |
| Admin fee / account holder | $9,260 | $6,751+37.2% | $13,984-33.8% | $5,306+74.5% |