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 | $577,461 | $64,324+797.7% | $118,925+385.6% | $79,858+623.1% |
| Participation rate | 84.4% | 64.9%+19.5pp | 75.4%+9.0pp | 69.6%+14.7pp |
| Annual return | 12.10% | 86.45%-74.4pp | 35.88%-23.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $7,405 | $1,836+303.3% | $3,263+127.0% | $2,471+199.7% |
| Participant deferral / active EE | $7,529 | $2,824+166.6% | $4,265+76.5% | $3,740+101.3% |
| Admin fee / account holder | $9,152 | $4,040+126.5% | $6,581+39.1% | $5,306+72.5% |