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 | $289,560 | $80,717+258.7% | $154,803+87.1% | $84,808+241.4% |
| Participation rate | 84.9% | 66.8%+18.1pp | 78.1%+6.8pp | 68.3%+16.6pp |
| Annual return | 16.10% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $8,401 | $2,761+204.2% | $4,305+95.1% | $2,631+219.3% |
| Participant deferral / active EE | $6,818 | $3,303+106.4% | $5,540+23.1% | $4,212+61.9% |
| Admin fee / account holder | $22,269 | $6,746+230.1% | $14,329+55.4% | $7,344+203.2% |