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 | $471,119 | $85,202+452.9% | $172,739+172.7% | $72,985+545.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.68% | 27.32%-6.6pp | 802.84%-782.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $16,865 | $3,324+407.3% | $5,143+227.9% | $2,440+591.2% |
| Participant deferral / active EE | $15,557 | $3,260+377.2% | $5,198+199.3% | $3,607+331.3% |
| Admin fee / account holder | $42,606 | $5,884+624.1% | $13,954+205.3% | $5,124+731.4% |