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 | $253,572 | $89,355+183.8% | $141,162+79.6% | $72,985+247.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.32% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,229 | $3,114+132.1% | $4,735+52.7% | $2,440+196.3% |
| Participant deferral / active EE | $8,906 | $5,418+64.4% | $6,709+32.7% | $3,607+146.9% |
| Admin fee / account holder | $55,686 | $5,958+834.6% | $10,261+442.7% | $5,124+986.7% |