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 | $445,181 | $110,257+303.8% | $96,544+361.1% | $139,434+219.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 16.81% | 26.32%-9.5pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $8,790 | $3,620+142.8% | $2,965+196.4% | $4,751+85.0% |
| Participant deferral / active EE | $4,246 | $5,548-23.5% | $4,851-12.5% | $6,710-36.7% |
| Admin fee / account holder | $155,739 | $11,591+1243.6% | $8,252+1787.2% | $11,403+1265.8% |