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 | $511,152 | $80,717+533.3% | $154,803+230.2% | $84,808+502.7% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 14.95% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $15,040 | $2,761+444.7% | $4,305+249.3% | $2,631+471.7% |
| Participant deferral / active EE | $9,618 | $3,303+191.2% | $5,540+73.6% | $4,212+128.4% |
| Admin fee / account holder | $2,533 | $6,746-62.4% | $14,329-82.3% | $7,344-65.5% |