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 | $664,387 | $89,355+643.5% | $141,162+370.7% | $72,985+810.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.28% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $15,980 | $3,114+413.1% | $4,735+237.5% | $2,440+555.0% |
| Participant deferral / active EE | $13,737 | $5,418+153.5% | $6,709+104.8% | $3,607+280.8% |
| Admin fee / account holder | $86,969 | $5,958+1359.7% | $10,261+747.6% | $5,124+1597.2% |