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 | $314,266 | $85,202+268.8% | $172,739+81.9% | $72,985+330.6% |
| Participation rate | 87.9% | 70.1%+17.8pp | 82.6%+5.2pp | 69.5%+18.4pp |
| Annual return | 18.26% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $10,618 | $3,324+219.4% | $5,143+106.5% | $2,440+335.2% |
| Participant deferral / active EE | $7,004 | $3,260+114.8% | $5,198+34.8% | $3,607+94.2% |
| Admin fee / account holder | $32,944 | $5,884+459.9% | $13,954+136.1% | $5,124+542.9% |