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 | $297,299 | $85,202+248.9% | $172,739+72.1% | $72,985+307.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.34% | 27.32%-1.0pp | 802.84%-776.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $20,989 | $3,324+531.4% | $5,143+308.1% | $2,440+760.3% |
| Participant deferral / active EE | $13,811 | $3,260+323.6% | $5,198+165.7% | $3,607+282.8% |
| Admin fee / account holder | $9,535 | $5,884+62.1% | $13,954-31.7% | $5,124+86.1% |