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 | $342,843 | $85,202+302.4% | $172,739+98.5% | $72,985+369.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.07% | 27.32%-9.2pp | 802.84%-784.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $12,394 | $3,324+272.8% | $5,143+141.0% | $2,440+408.0% |
| Participant deferral / active EE | $9,715 | $3,260+198.0% | $5,198+86.9% | $3,607+169.3% |
| Admin fee / account holder | $3,614 | $5,884-38.6% | $13,954-74.1% | $5,124-29.5% |