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 | $299,838 | $85,202+251.9% | $172,739+73.6% | $72,985+310.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $8,878 | $3,324+167.1% | $5,143+72.6% | $2,440+263.9% |
| Participant deferral / active EE | $5,852 | $3,260+79.5% | $5,198+12.6% | $3,607+62.2% |
| Admin fee / account holder | $4,070 | $5,884-30.8% | $13,954-70.8% | $5,124-20.6% |