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 | $349,497 | $89,355+291.1% | $141,162+147.6% | $72,985+378.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.21% | 111.85%-92.6pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $6,536 | $3,114+109.9% | $4,735+38.0% | $2,440+167.9% |
| Participant deferral / active EE | $8,831 | $5,418+63.0% | $6,709+31.6% | $3,607+144.8% |
| Admin fee / account holder | $43,720 | $5,958+633.8% | $10,261+326.1% | $5,124+753.2% |