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 | $253,288 | $57,065+343.9% | $75,670+234.7% | $70,131+261.2% |
| Participation rate | 96.7% | 68.1%+28.6pp | 72.3%+24.3pp | 69.5%+27.1pp |
| Annual return | 15.37% | 23.57%-8.2pp | 27.34%-12.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,000 | $1,817+175.3% | $2,352+112.6% | $2,342+113.5% |
| Participant deferral / active EE | $10,072 | $2,580+290.4% | $3,142+220.5% | $3,332+202.3% |
| Admin fee / account holder | $2,269 | $3,825-40.7% | $5,800-60.9% | $4,645-51.2% |