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 | $388,789 | $89,355+335.1% | $141,162+175.4% | $72,985+432.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.25% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $16,003 | $3,114+413.8% | $4,735+238.0% | $2,440+555.9% |
| Participant deferral / active EE | $14,117 | $5,418+160.6% | $6,709+110.4% | $3,607+291.3% |
| Admin fee / account holder | $5,695 | $5,958-4.4% | $10,261-44.5% | $5,124+11.1% |