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 | $537,469 | $89,355+501.5% | $141,162+280.7% | $72,985+636.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.13% | 111.85%-87.7pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $6,363 | $3,114+104.3% | $4,735+34.4% | $2,440+160.8% |
| Participant deferral / active EE | $15,644 | $5,418+188.7% | $6,709+133.2% | $3,607+333.7% |
| Admin fee / account holder | $5,110 | $5,958-14.2% | $10,261-50.2% | $5,124-0.3% |