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 | $348,554 | $89,355+290.1% | $141,162+146.9% | $72,985+377.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.88% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,188 | $3,114+34.5% | $4,735-11.5% | $2,440+71.7% |
| Participant deferral / active EE | $9,629 | $5,418+77.7% | $6,709+43.5% | $3,607+166.9% |
| Admin fee / account holder | $14,622 | $5,958+145.4% | $10,261+42.5% | $5,124+185.3% |