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 | $391,536 | $81,248+381.9% | $155,509+151.8% | $80,856+384.2% |
| Participation rate | 88.3% | 66.2%+22.1pp | 78.2%+10.1pp | 67.6%+20.7pp |
| Annual return | 17.47% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $13,989 | $3,100+351.2% | $4,672+199.4% | $2,755+407.8% |
| Participant deferral / active EE | $10,130 | $3,452+193.5% | $5,626+80.1% | $4,296+135.8% |
| Admin fee / account holder | $17,674 | $7,997+121.0% | $15,912+11.1% | $6,918+155.5% |