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 | $523,738 | $89,355+486.1% | $141,162+271.0% | $72,985+617.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.00% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $15,019 | $3,114+382.2% | $4,735+217.2% | $2,440+515.6% |
| Participant deferral / active EE | $11,126 | $5,418+105.3% | $6,709+65.8% | $3,607+208.4% |
| Admin fee / account holder | $10,548 | $5,958+77.0% | $10,261+2.8% | $5,124+105.8% |