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 | $267,736 | $89,355+199.6% | $141,162+89.7% | $72,985+266.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.75% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $5,413 | $3,114+73.8% | $4,735+14.3% | $2,440+121.9% |
| Participant deferral / active EE | $7,064 | $5,418+30.4% | $6,709+5.3% | $3,607+95.8% |
| Admin fee / account holder | $14,559 | $5,958+144.4% | $10,261+41.9% | $5,124+184.1% |