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 | $807,778 | $78,926+923.5% | $136,749+490.7% | $84,808+852.5% |
| Participation rate | 85.7% | 62.2%+23.5pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 15.83% | 18.17%-2.3pp | 24.33%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $13,521 | $2,134+533.6% | $3,400+297.7% | $2,631+413.9% |
| Participant deferral / active EE | $16,665 | $3,168+426.0% | $4,692+255.2% | $4,212+295.7% |
| Admin fee / account holder | $91,297 | $6,369+1333.4% | $11,386+701.8% | $7,344+1143.2% |