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 | $363,437 | $101,724+257.3% | $164,813+120.5% | $80,856+349.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 12.64% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $13,620 | $2,953+361.1% | $4,341+213.8% | $2,755+394.4% |
| Participant deferral / active EE | $11,308 | $4,477+152.6% | $6,031+87.5% | $4,296+163.2% |
| Admin fee / account holder | $8,393 | $8,227+2.0% | $12,690-33.9% | $6,918+21.3% |