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 | $366,039 | $73,787+396.1% | $98,716+270.8% | $82,448+344.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.28% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $6,920 | $1,511+357.9% | $2,279+203.7% | $2,551+171.3% |
| Participant deferral / active EE | $5,776 | $3,081+87.4% | $4,048+42.7% | $4,139+39.5% |
| Admin fee / account holder | $3,053 | $6,500-53.0% | $8,703-64.9% | $7,234-57.8% |