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 | $300,136 | $89,355+235.9% | $141,162+112.6% | $72,985+311.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.62% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,662 | $3,114+81.8% | $4,735+19.6% | $2,440+132.1% |
| Participant deferral / active EE | $9,291 | $5,418+71.5% | $6,709+38.5% | $3,607+157.6% |
| Admin fee / account holder | $35,125 | $5,958+489.5% | $10,261+242.3% | $5,124+585.5% |