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 | $348,803 | $60,892+472.8% | $82,389+323.4% | $84,808+311.3% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 17.25% | 37.29%-20.0pp | 28.67%-11.4pp | 40.90%-23.6pp |
| Employer contribution / active EE | $10,892 | $1,779+512.1% | $2,517+332.7% | $2,631+314.0% |
| Participant deferral / active EE | $18,477 | $3,179+481.3% | $4,155+344.7% | $4,212+338.7% |
| Admin fee / account holder | $17,511 | $5,467+220.3% | $7,231+142.2% | $7,344+138.4% |