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 | $302,621 | $89,355+238.7% | $141,162+114.4% | $72,985+314.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.36% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,440 | $3,114-21.6% | $4,735-48.5% | $2,4400% |
| Participant deferral / active EE | $10,176 | $5,418+87.8% | $6,709+51.7% | $3,607+182.1% |
| Admin fee / account holder | $25,616 | $5,958+329.9% | $10,261+149.6% | $5,124+399.9% |