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 | $481,534 | $89,355+438.9% | $141,162+241.1% | $72,985+559.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.80% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $16,469 | $3,114+428.8% | $4,735+247.8% | $2,440+575.0% |
| Participant deferral / active EE | $7,853 | $5,418+44.9% | $6,709+17.1% | $3,607+117.7% |
| Admin fee / account holder | $5,169 | $5,958-13.2% | $10,261-49.6% | $5,124+0.9% |