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 | $333,420 | $89,355+273.1% | $141,162+136.2% | $72,985+356.8% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 23.25% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $6,654 | $3,114+113.7% | $4,735+40.5% | $2,440+172.7% |
| Participant deferral / active EE | $12,020 | $5,418+121.8% | $6,709+79.2% | $3,607+233.2% |
| Admin fee / account holder | $64,089 | $5,958+975.6% | $10,261+524.6% | $5,124+1150.7% |