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 | $269,183 | $89,355+201.3% | $141,162+90.7% | $72,985+268.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.58% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $13,849 | $3,114+344.7% | $4,735+192.5% | $2,440+467.6% |
| Participant deferral / active EE | $8,302 | $5,418+53.2% | $6,709+23.7% | $3,607+130.1% |
| Admin fee / account holder | $11,503 | $5,958+93.1% | $10,261+12.1% | $5,124+124.5% |