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 | $284,966 | $64,480+341.9% | $81,382+250.2% | $80,856+252.4% |
| Participation rate | 88.6% | 63.9%+24.7pp | 69.5%+19.1pp | 67.6%+20.9pp |
| Annual return | 19.21% | 16.34%+2.9pp | 24.73%-5.5pp | 35.59%-16.4pp |
| Employer contribution / active EE | $5,145 | $1,978+160.1% | $2,463+108.9% | $2,755+86.8% |
| Participant deferral / active EE | $11,952 | $3,094+286.3% | $3,883+207.8% | $4,296+178.2% |
| Admin fee / account holder | $24,150 | $5,671+325.9% | $5,768+318.7% | $6,918+249.1% |