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 | $335,115 | $89,355+275.0% | $141,162+137.4% | $72,985+359.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.69% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $11,388 | $3,114+265.7% | $4,735+140.5% | $2,440+366.7% |
| Participant deferral / active EE | $11,829 | $5,418+118.3% | $6,709+76.3% | $3,607+227.9% |
| Admin fee / account holder | $1,325 | $5,958-77.8% | $10,261-87.1% | $5,124-74.1% |