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 | $262,809 | $89,355+194.1% | $141,162+86.2% | $72,985+260.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.65% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $9,442 | $3,114+203.2% | $4,735+99.4% | $2,440+287.0% |
| Participant deferral / active EE | $10,033 | $5,418+85.2% | $6,709+49.5% | $3,607+178.1% |
| Admin fee / account holder | $48,806 | $5,958+719.1% | $10,261+375.6% | $5,124+852.4% |