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 | $687,478 | $85,202+706.9% | $172,739+298.0% | $72,985+841.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.55% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $21,432 | $3,324+544.7% | $5,143+316.7% | $2,440+778.4% |
| Participant deferral / active EE | $13,718 | $3,260+320.8% | $5,198+163.9% | $3,607+280.3% |
| Admin fee / account holder | $8,748 | $5,884+48.7% | $13,954-37.3% | $5,124+70.7% |