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 | $485,294 | $85,202+469.6% | $172,739+180.9% | $72,985+564.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.78% | 27.32%-3.5pp | 802.84%-779.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $28,898 | $3,324+769.3% | $5,143+461.9% | $2,440+1084.4% |
| Participant deferral / active EE | $12,195 | $3,260+274.0% | $5,198+134.6% | $3,607+238.0% |
| Admin fee / account holder | $64,916 | $5,884+1003.3% | $13,954+365.2% | $5,124+1166.8% |