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 | $704,054 | $109,881+540.7% | $150,045+369.2% | $84,808+730.2% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 15.07% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,750 | $3,561-22.8% | $4,693-41.4% | $2,631+4.5% |
| Participant deferral / active EE | $6,813 | $6,636+2.7% | $7,997-14.8% | $4,212+61.8% |
| Admin fee / account holder | $77,728 | $8,568+807.2% | $13,435+478.6% | $7,344+958.4% |