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 | $533,929 | $89,355+497.5% | $141,162+278.2% | $72,985+631.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.95% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $12,066 | $3,114+287.4% | $4,735+154.8% | $2,440+394.6% |
| Participant deferral / active EE | $10,704 | $5,418+97.6% | $6,709+59.5% | $3,607+196.7% |
| Admin fee / account holder | $17,061 | $5,958+186.3% | $10,261+66.3% | $5,124+232.9% |