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 | $288,610 | $85,022+239.5% | $70,515+309.3% | $139,434+107.0% |
| Participation rate | 86.7% | 73.9%+12.8pp | 68.3%+18.3pp | 80.3%+6.3pp |
| Annual return | 13.31% | 30.38%-17.1pp | 32.77%-19.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $11,049 | $3,909+182.7% | $2,973+271.6% | $4,751+132.6% |
| Participant deferral / active EE | $6,753 | $5,890+14.6% | $4,567+47.9% | $6,710+0.6% |
| Admin fee / account holder | $44,467 | $8,906+399.3% | $6,412+593.5% | $11,403+290.0% |