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 | $467,735 | $89,355+423.5% | $141,162+231.3% | $72,985+540.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.00% | 111.85%-83.8pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $5,946 | $3,114+90.9% | $4,735+25.6% | $2,440+143.7% |
| Participant deferral / active EE | $8,914 | $5,418+64.5% | $6,709+32.9% | $3,607+147.1% |
| Admin fee / account holder | $9,756 | $5,958+63.7% | $10,261-4.9% | $5,124+90.4% |