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 | $304,325 | $95,803+217.7% | $113,168+168.9% | $84,808+258.8% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 16.63% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,041 | $2,360+156.0% | $2,975+103.0% | $2,631+129.6% |
| Participant deferral / active EE | $6,237 | $4,242+47.0% | $5,107+22.1% | $4,212+48.1% |
| Admin fee / account holder | $19,647 | $8,989+118.6% | $12,068+62.8% | $7,344+167.5% |