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 | $569,045 | $85,202+567.9% | $172,739+229.4% | $72,985+679.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.20% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $25,461 | $3,324+665.9% | $5,143+395.1% | $2,440+943.5% |
| Participant deferral / active EE | $13,181 | $3,260+304.3% | $5,198+153.6% | $3,607+265.4% |
| Admin fee / account holder | $21,020 | $5,884+257.3% | $13,954+50.6% | $5,124+310.2% |