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 | $384,295 | $79,449+383.7% | $189,557+102.7% | $85,850+347.6% |
| Participation rate | 88.9% | 66.0%+22.9pp | 78.4%+10.4pp | 69.3%+19.6pp |
| Annual return | 12.91% | 18.45%-5.5pp | 64.17%-51.3pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,760 | $2,081+224.8% | $4,412+53.2% | $2,565+163.5% |
| Participant deferral / active EE | $9,915 | $4,051+144.7% | $6,174+60.6% | $3,952+150.9% |
| Admin fee / account holder | $2,039 | $5,377-62.1% | $9,807-79.2% | $6,260-67.4% |