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 | $373,502 | $86,929+329.7% | $102,423+264.7% | $80,856+361.9% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 16.77% | 18.88%-2.1pp | 29.32%-12.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,411 | $2,369+86.2% | $3,023+45.9% | $2,755+60.1% |
| Participant deferral / active EE | $7,881 | $4,118+91.4% | $5,053+56.0% | $4,296+83.5% |
| Admin fee / account holder | $56,519 | $8,049+602.2% | $9,451+498.0% | $6,918+717.0% |