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 | $374,435 | $81,446+359.7% | $103,374+262.2% | $80,874+363.0% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 12.23% | 25.57%-13.3pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $13,904 | $3,107+347.5% | $3,869+259.3% | $2,756+404.6% |
| Participant deferral / active EE | $9,482 | $3,870+145.0% | $5,058+87.5% | $4,297+120.7% |
| Admin fee / account holder | $45,400 | $6,715+576.1% | $8,394+440.9% | $6,935+554.6% |