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 | $359,436 | $89,355+302.3% | $141,162+154.6% | $72,985+392.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.22% | 111.85%-85.6pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $9,290 | $3,114+198.3% | $4,735+96.2% | $2,440+280.8% |
| Participant deferral / active EE | $8,604 | $5,418+58.8% | $6,709+28.3% | $3,607+138.5% |
| Admin fee / account holder | $4,919 | $5,958-17.4% | $10,261-52.1% | $5,124-4.0% |