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 | $377,233 | $58,512+544.7% | $84,015+349.0% | $72,985+416.9% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 18.32% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $10,353 | $1,163+790.3% | $1,983+422.0% | $2,440+324.3% |
| Participant deferral / active EE | $6,269 | $2,394+161.9% | $3,239+93.6% | $3,607+73.8% |
| Admin fee / account holder | $105,460 | $4,569+2208.2% | $6,101+1628.7% | $5,124+1958.0% |