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 | $345,775 | $72,277+378.4% | $101,248+241.5% | $79,858+333.0% |
| Participation rate | 81.4% | 68.5%+12.9pp | 75.8%+5.6pp | 69.6%+11.8pp |
| Annual return | 15.47% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,755 | $2,692+39.5% | $3,660+2.6% | $2,471+52.0% |
| Participant deferral / active EE | $8,608 | $3,282+162.3% | $4,370+97.0% | $3,740+130.2% |
| Admin fee / account holder | $66,551 | $4,400+1412.4% | $5,945+1019.4% | $5,306+1154.2% |