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 | $371,114 | $89,355+315.3% | $141,162+162.9% | $72,985+408.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.08% | 111.85%-84.8pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $18,605 | $3,114+497.4% | $4,735+292.9% | $2,440+662.6% |
| Participant deferral / active EE | $10,002 | $5,418+84.6% | $6,709+49.1% | $3,607+177.3% |
| Admin fee / account holder | $13,612 | $5,958+128.5% | $10,261+32.7% | $5,124+165.6% |