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 | $356,667 | $89,355+299.2% | $141,162+152.7% | $72,985+388.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.55% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $8,638 | $3,114+177.3% | $4,735+82.4% | $2,440+254.0% |
| Participant deferral / active EE | $6,837 | $5,418+26.2% | $6,709+1.9% | $3,607+89.5% |
| Admin fee / account holder | $34,891 | $5,958+485.6% | $10,261+240.0% | $5,124+580.9% |