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 | $309,410 | $85,202+263.2% | $172,739+79.1% | $72,985+323.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $27,420 | $3,324+724.8% | $5,143+433.2% | $2,440+1023.9% |
| Participant deferral / active EE | $18,830 | $3,260+477.6% | $5,198+262.3% | $3,607+422.0% |
| Admin fee / account holder | $3,567 | $5,884-39.4% | $13,954-74.4% | $5,124-30.4% |