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 | $332,754 | $85,202+290.5% | $172,739+92.6% | $72,985+355.9% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 18.83% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $32,967 | $3,324+891.7% | $5,143+541.0% | $2,440+1251.2% |
| Participant deferral / active EE | $12,182 | $3,260+273.7% | $5,198+134.4% | $3,607+237.7% |
| Admin fee / account holder | $51,116 | $5,884+768.7% | $13,954+266.3% | $5,124+897.5% |