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 | $352,736 | $77,314+356.2% | $177,989+98.2% | $80,856+336.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.55% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,373 | $2,292+178.1% | $3,949+61.4% | $2,755+131.3% |
| Participant deferral / active EE | $18,465 | $4,411+318.7% | $6,276+194.2% | $4,296+329.8% |
| Admin fee / account holder | $56,028 | $7,191+679.1% | $10,363+440.6% | $6,918+709.9% |