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 | $250,793 | $89,355+180.7% | $141,162+77.7% | $72,985+243.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.04% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $9,469 | $3,114+204.0% | $4,735+100.0% | $2,440+288.1% |
| Participant deferral / active EE | $10,390 | $5,418+91.8% | $6,709+54.9% | $3,607+188.0% |
| Admin fee / account holder | $18,000 | $5,958+202.1% | $10,261+75.4% | $5,124+251.3% |