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 | $283,661 | $89,355+217.5% | $141,162+100.9% | $72,985+288.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.20% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $6,114 | $3,114+96.3% | $4,735+29.1% | $2,440+150.6% |
| Participant deferral / active EE | $14,369 | $5,418+165.2% | $6,709+114.2% | $3,607+298.3% |
| Admin fee / account holder | $1,114 | $5,958-81.3% | $10,261-89.1% | $5,124-78.3% |