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 | $585,004 | $81,460+618.2% | $103,333+466.1% | $80,856+623.5% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 19.88% | 25.55%-5.7pp | 24.88%-5.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $6,589 | $3,105+112.2% | $3,868+70.4% | $2,755+139.2% |
| Participant deferral / active EE | $8,367 | $3,869+116.3% | $5,057+65.4% | $4,296+94.8% |
| Admin fee / account holder | $2,206 | $6,566-66.4% | $8,355-73.6% | $6,918-68.1% |