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 | $777,235 | $89,355+769.8% | $141,162+450.6% | $72,985+964.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.05% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $7,643 | $3,114+145.4% | $4,735+61.4% | $2,440+213.2% |
| Participant deferral / active EE | $11,379 | $5,418+110.0% | $6,709+69.6% | $3,607+215.4% |
| Admin fee / account holder | $18,397 | $5,958+208.8% | $10,261+79.3% | $5,124+259.0% |