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 | $304,660 | $85,202+257.6% | $172,739+76.4% | $72,985+317.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.92% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $18,586 | $3,324+459.1% | $5,143+261.4% | $2,440+661.7% |
| Participant deferral / active EE | $3,624 | $3,260+11.2% | $5,198-30.3% | $3,607+0.5% |
| Admin fee / account holder | $9,669 | $5,884+64.3% | $13,954-30.7% | $5,124+88.7% |