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 | $631,749 | $124,425+407.7% | $112,040+463.9% | $137,256+360.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 18.71% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,303 | $3,411+26.1% | $2,954+45.7% | $4,156+3.5% |
| Participant deferral / active EE | $11,202 | $5,718+95.9% | $5,098+119.8% | $6,407+74.8% |
| Admin fee / account holder | $42,082 | $15,207+176.7% | $12,098+247.8% | $12,270+243.0% |