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 | $543,846 | $72,277+652.4% | $101,248+437.1% | $79,858+581.0% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 24.08% | 22.30%+1.8pp | 46.47%-22.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $9,415 | $2,692+249.8% | $3,660+157.3% | $2,471+281.0% |
| Participant deferral / active EE | $9,456 | $3,282+188.2% | $4,370+116.4% | $3,740+152.8% |
| Admin fee / account holder | $30,732 | $4,400+598.4% | $5,945+416.9% | $5,306+479.2% |