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 | $757,488 | $85,202+789.1% | $172,739+338.5% | $72,985+937.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $23,727 | $3,324+613.8% | $5,143+361.4% | $2,440+872.5% |
| Participant deferral / active EE | $11,856 | $3,260+263.7% | $5,198+128.1% | $3,607+228.7% |
| Admin fee / account holder | $14,580 | $5,884+147.8% | $13,954+4.5% | $5,124+184.5% |