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 | $397,872 | $89,355+345.3% | $141,162+181.9% | $72,985+445.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.59% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $17,164 | $3,114+451.1% | $4,735+262.5% | $2,440+603.5% |
| Participant deferral / active EE | $6,947 | $5,418+28.2% | $6,709+3.5% | $3,607+92.6% |
| Admin fee / account holder | $103,213 | $5,958+1632.3% | $10,261+905.9% | $5,124+1914.2% |