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 | $532,255 | $80,717+559.4% | $154,803+243.8% | $84,808+527.6% |
| Participation rate | 84.3% | 66.8%+17.5pp | 78.1%+6.2pp | 68.3%+16.0pp |
| Annual return | 18.77% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $23,235 | $2,761+741.5% | $4,305+439.7% | $2,631+783.1% |
| Participant deferral / active EE | $16,708 | $3,303+405.8% | $5,540+201.6% | $4,212+296.7% |
| Admin fee / account holder | $173,661 | $6,746+2474.4% | $14,329+1111.9% | $7,344+2264.7% |