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 | $380,536 | $77,899+388.5% | $149,673+154.2% | $75,163+406.3% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 19.07% | 31.72%-12.7pp | 134.42%-115.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $17,744 | $3,137+465.6% | $4,818+268.3% | $2,670+564.6% |
| Participant deferral / active EE | $13,847 | $3,411+305.9% | $5,680+143.8% | $4,125+235.7% |
| Admin fee / account holder | $12,131 | $5,956+103.7% | $13,210-8.2% | $5,651+114.7% |