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 | $313,226 | $81,248+285.5% | $155,509+101.4% | $80,856+287.4% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 13.01% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $14,954 | $3,100+382.4% | $4,672+220.1% | $2,755+442.8% |
| Participant deferral / active EE | $9,425 | $3,452+173.1% | $5,626+67.5% | $4,296+119.4% |
| Admin fee / account holder | $110,623 | $7,997+1283.3% | $15,912+595.2% | $6,918+1499.1% |