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 | $109,413+291.6% | $156,263+174.2% | $84,808+405.2% |
| Participation rate | 81.7% | 72.7%+9.0pp | 78.9%+2.8pp | 68.3%+13.4pp |
| Annual return | 15.86% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $10,666 | $2,907+266.9% | $4,333+146.2% | $2,631+305.4% |
| Participant deferral / active EE | $6,170 | $4,590+34.4% | $6,158+0.2% | $4,212+46.5% |
| Admin fee / account holder | $22,733 | $9,357+143.0% | $14,255+59.5% | $7,344+209.6% |