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 | $341,003 | $106,749+219.4% | $145,433+134.5% | $82,448+313.6% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 14.41% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $7,645 | $3,444+121.9% | $4,554+67.8% | $2,551+199.7% |
| Participant deferral / active EE | $18,552 | $6,519+184.6% | $7,897+134.9% | $4,139+348.2% |
| Admin fee / account holder | $5,215 | $8,390-37.8% | $13,129-60.3% | $7,234-27.9% |