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 | $434,486 | $81,248+434.8% | $155,509+179.4% | $80,856+437.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 14.72% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $21,229 | $3,100+584.8% | $4,672+354.4% | $2,755+670.6% |
| Participant deferral / active EE | $11,972 | $3,452+246.9% | $5,626+112.8% | $4,296+178.7% |
| Admin fee / account holder | $55,475 | $7,997+593.7% | $15,912+248.6% | $6,918+701.9% |