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 | $430,423 | $85,202+405.2% | $172,739+149.2% | $72,985+489.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.14% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $33,797 | $3,324+916.7% | $5,143+557.2% | $2,440+1285.2% |
| Participant deferral / active EE | $18,588 | $3,260+470.2% | $5,198+257.6% | $3,607+415.3% |
| Admin fee / account holder | $2,221 | $5,884-62.3% | $13,954-84.1% | $5,124-56.7% |