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 | $301,636 | $89,355+237.6% | $141,162+113.7% | $72,985+313.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.98% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,837 | $3,114+151.6% | $4,735+65.5% | $2,440+221.2% |
| Participant deferral / active EE | $4,674 | $5,418-13.7% | $6,709-30.3% | $3,607+29.6% |
| Admin fee / account holder | $21,608 | $5,958+262.7% | $10,261+110.6% | $5,124+321.7% |