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 | $533,723 | $85,202+526.4% | $172,739+209.0% | $72,985+631.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $15,995 | $3,324+381.1% | $5,143+211.0% | $2,440+555.6% |
| Participant deferral / active EE | $17,761 | $3,260+444.8% | $5,198+241.7% | $3,607+392.3% |
| Admin fee / account holder | $132,180 | $5,884+2146.5% | $13,954+847.3% | $5,124+2479.4% |