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 | $263,291 | $89,355+194.7% | $141,162+86.5% | $72,985+260.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.58% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,558 | $3,114+14.2% | $4,735-24.9% | $2,440+45.8% |
| Participant deferral / active EE | $9,594 | $5,418+77.1% | $6,709+43.0% | $3,607+165.9% |
| Admin fee / account holder | $8,276 | $5,958+38.9% | $10,261-19.3% | $5,124+61.5% |