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 | $330,951 | $85,202+288.4% | $172,739+91.6% | $72,985+353.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.00% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $10,180 | $3,324+206.2% | $5,143+97.9% | $2,440+317.2% |
| Participant deferral / active EE | $6,670 | $3,260+104.6% | $5,198+28.3% | $3,607+84.9% |
| Admin fee / account holder | $11,104 | $5,884+88.7% | $13,954-20.4% | $5,124+116.7% |