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 | $262,737 | $81,460+222.5% | $103,333+154.3% | $80,856+224.9% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 11.63% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,266 | $3,105+134.0% | $3,868+87.8% | $2,755+163.7% |
| Participant deferral / active EE | $11,623 | $3,869+200.4% | $5,057+129.8% | $4,296+170.6% |
| Admin fee / account holder | $52,785 | $6,566+703.9% | $8,355+531.8% | $6,918+663.0% |