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 | $521,542 | $89,355+483.7% | $141,162+269.5% | $72,985+614.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.44% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $12,983 | $3,114+316.9% | $4,735+174.2% | $2,440+432.1% |
| Participant deferral / active EE | $12,021 | $5,418+121.9% | $6,709+79.2% | $3,607+233.2% |
| Admin fee / account holder | $11,233 | $5,958+88.5% | $10,261+9.5% | $5,124+119.2% |