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 | $523,769 | $81,248+544.7% | $155,509+236.8% | $80,856+547.8% |
| Participation rate | 81.6% | 66.2%+15.3pp | 78.2%+3.4pp | 67.6%+13.9pp |
| Annual return | 16.25% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $20,274 | $3,100+553.9% | $4,672+333.9% | $2,755+635.9% |
| Participant deferral / active EE | $16,407 | $3,452+375.3% | $5,626+191.6% | $4,296+281.9% |
| Admin fee / account holder | $6,584 | $7,997-17.7% | $15,912-58.6% | $6,918-4.8% |