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 | $288,825 | $88,672+225.7% | $105,223+174.5% | $82,448+250.3% |
| Participation rate | 82.4% | 67.9%+14.4pp | 75.0%+7.3pp | 68.1%+14.3pp |
| Annual return | 14.11% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $9,875 | $3,048+224.0% | $3,689+167.7% | $2,551+287.1% |
| Participant deferral / active EE | $8,408 | $4,036+108.3% | $5,072+65.8% | $4,139+103.1% |
| Admin fee / account holder | $15,173 | $7,146+112.3% | $8,859+71.3% | $7,234+109.7% |