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 | $378,057 | $85,202+343.7% | $172,739+118.9% | $72,985+418.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.72% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $9,998 | $3,324+200.8% | $5,143+94.4% | $2,440+309.8% |
| Participant deferral / active EE | $4,579 | $3,260+40.5% | $5,198-11.9% | $3,607+26.9% |
| Admin fee / account holder | $5,967 | $5,884+1.4% | $13,954-57.2% | $5,124+16.4% |