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 | $356,997 | $89,355+299.5% | $141,162+152.9% | $72,985+389.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.27% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $9,350 | $3,114+200.2% | $4,735+97.5% | $2,440+283.2% |
| Participant deferral / active EE | $12,020 | $5,418+121.8% | $6,709+79.2% | $3,607+233.2% |
| Admin fee / account holder | $48,218 | $5,958+709.3% | $10,261+369.9% | $5,124+841.0% |