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 | $362,492 | $95,803+278.4% | $113,168+220.3% | $84,808+327.4% |
| Participation rate | 87.9% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.6pp |
| Annual return | 19.51% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,999 | $2,360+69.5% | $2,975+34.4% | $2,631+52.0% |
| Participant deferral / active EE | $7,213 | $4,242+70.0% | $5,107+41.2% | $4,212+71.3% |
| Admin fee / account holder | $1,290 | $8,989-85.6% | $12,068-89.3% | $7,344-82.4% |