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 | $345,376 | $85,202+305.4% | $172,739+99.9% | $72,985+373.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.45% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $13,164 | $3,324+296.0% | $5,143+156.0% | $2,440+439.5% |
| Participant deferral / active EE | $5,477 | $3,260+68.0% | $5,198+5.4% | $3,607+51.8% |
| Admin fee / account holder | $114,149 | $5,884+1840.0% | $13,954+718.0% | $5,124+2127.6% |