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 | $433,749 | $89,355+385.4% | $141,162+207.3% | $72,985+494.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.70% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $16,378 | $3,114+425.9% | $4,735+245.9% | $2,440+571.3% |
| Participant deferral / active EE | $12,229 | $5,418+125.7% | $6,709+82.3% | $3,607+239.0% |
| Admin fee / account holder | $49,368 | $5,958+728.6% | $10,261+381.1% | $5,124+863.4% |