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 | $338,303 | $89,355+278.6% | $141,162+139.7% | $72,985+363.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.49% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $4,886 | $3,114+56.9% | $4,735+3.2% | $2,440+100.2% |
| Participant deferral / active EE | $7,685 | $5,418+41.8% | $6,709+14.5% | $3,607+113.0% |
| Admin fee / account holder | $12,173 | $5,958+104.3% | $10,261+18.6% | $5,124+137.6% |