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 | $272,628 | $85,202+220.0% | $172,739+57.8% | $72,985+273.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.45% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $12,500 | $3,324+276.0% | $5,143+143.1% | $2,440+412.3% |
| Participant deferral / active EE | $10,133 | $3,260+210.8% | $5,198+95.0% | $3,607+180.9% |
| Admin fee / account holder | $20,463 | $5,884+247.8% | $13,954+46.6% | $5,124+299.3% |