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 | $330,587 | $89,355+270.0% | $141,162+134.2% | $72,985+353.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.54% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,196 | $3,114+34.7% | $4,735-11.4% | $2,440+72.0% |
| Participant deferral / active EE | $5,379 | $5,418-0.7% | $6,709-19.8% | $3,607+49.1% |
| Admin fee / account holder | $31,762 | $5,958+433.1% | $10,261+209.5% | $5,124+519.8% |