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 | $430,923 | $95,416+351.6% | $185,823+131.9% | $85,850+402.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.44% | 23.59%-4.1pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $13,451 | $3,314+305.9% | $5,167+160.3% | $2,565+424.4% |
| Participant deferral / active EE | $1,697 | $3,423-50.4% | $5,568-69.5% | $3,952-57.1% |
| Admin fee / account holder | $15,271 | $7,213+111.7% | $16,237-6.0% | $6,260+144.0% |