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 | $405,372 | $89,355+353.7% | $141,162+187.2% | $72,985+455.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.73% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $7,698 | $3,114+147.2% | $4,735+62.6% | $2,440+215.5% |
| Participant deferral / active EE | $15,315 | $5,418+182.7% | $6,709+128.3% | $3,607+324.5% |
| Admin fee / account holder | $8,121 | $5,958+36.3% | $10,261-20.9% | $5,124+58.5% |