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 | $424,221 | $81,248+422.1% | $155,509+172.8% | $80,856+424.7% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 15.07% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $16,237 | $3,100+423.7% | $4,672+247.5% | $2,755+489.4% |
| Participant deferral / active EE | $10,170 | $3,452+194.6% | $5,626+80.8% | $4,296+136.7% |
| Admin fee / account holder | $9,751 | $7,997+21.9% | $15,912-38.7% | $6,918+41.0% |