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 | $428,449 | $108,825+293.7% | $156,181+174.3% | $82,448+419.7% |
| Participation rate | 81.7% | 72.4%+9.3pp | 78.8%+2.8pp | 68.1%+13.6pp |
| Annual return | 15.86% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $10,666 | $2,870+271.7% | $4,294+148.4% | $2,551+318.1% |
| Participant deferral / active EE | $6,170 | $4,577+34.8% | $6,132+0.6% | $4,139+49.1% |
| Admin fee / account holder | $22,733 | $9,341+143.4% | $14,586+55.9% | $7,234+214.2% |