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 | $388,474 | $85,202+355.9% | $172,739+124.9% | $72,985+432.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.74% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $25,075 | $3,324+654.3% | $5,143+387.6% | $2,440+927.7% |
| Participant deferral / active EE | $8,983 | $3,260+175.6% | $5,198+72.8% | $3,607+149.0% |
| Admin fee / account holder | $8,815 | $5,884+49.8% | $13,954-36.8% | $5,124+72.0% |