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 | $438,956 | $87,013+404.5% | $106,213+313.3% | $80,856+442.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.6%+26.1pp |
| Annual return | 23.22% | 17.05%+6.2pp | 116.14%-92.9pp | 35.59%-12.4pp |
| Employer contribution / active EE | $10,536 | $2,395+339.9% | $3,171+232.2% | $2,755+282.5% |
| Participant deferral / active EE | $4,167 | $3,986+4.5% | $5,016-16.9% | $4,296-3.0% |
| Admin fee / account holder | $41,701 | $8,431+394.6% | $11,033+278.0% | $6,918+502.8% |