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 | $322,466 | $89,355+260.9% | $141,162+128.4% | $72,985+341.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.00% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $15,455 | $3,114+396.2% | $4,735+226.4% | $2,440+533.4% |
| Participant deferral / active EE | $10,216 | $5,418+88.6% | $6,709+52.3% | $3,607+183.2% |
| Admin fee / account holder | $11,219 | $5,958+88.3% | $10,261+9.3% | $5,124+118.9% |