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 | $275,601 | $89,355+208.4% | $141,162+95.2% | $72,985+277.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.50% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $10,466 | $3,114+236.0% | $4,735+121.0% | $2,440+328.9% |
| Participant deferral / active EE | $9,301 | $5,418+71.7% | $6,709+38.6% | $3,607+157.8% |
| Admin fee / account holder | $26,120 | $5,958+338.4% | $10,261+154.5% | $5,124+409.7% |