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 | $353,542 | $89,355+295.7% | $141,162+150.5% | $72,985+384.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.76% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,798 | $3,114+21.9% | $4,735-19.8% | $2,440+55.7% |
| Participant deferral / active EE | $11,177 | $5,418+106.3% | $6,709+66.6% | $3,607+209.8% |
| Admin fee / account holder | $50,625 | $5,958+749.7% | $10,261+393.4% | $5,124+887.9% |