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 | $434,736 | $85,202+410.2% | $172,739+151.7% | $72,985+495.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.17% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $8,311 | $3,324+150.0% | $5,143+61.6% | $2,440+240.7% |
| Participant deferral / active EE | $6,294 | $3,260+93.0% | $5,198+21.1% | $3,607+74.5% |
| Admin fee / account holder | $4,539 | $5,884-22.9% | $13,954-67.5% | $5,124-11.4% |