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 | $435,562 | $89,355+387.5% | $141,162+208.6% | $72,985+496.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.08% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $8,615 | $3,114+176.6% | $4,735+81.9% | $2,440+253.1% |
| Participant deferral / active EE | $10,263 | $5,418+89.4% | $6,709+53.0% | $3,607+184.5% |
| Admin fee / account holder | $15,128 | $5,958+153.9% | $10,261+47.4% | $5,124+195.2% |