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 | $419,946 | $60,022+599.6% | $88,946+372.1% | $84,808+395.2% |
| Participation rate | 87.1% | 57.8%+29.3pp | 68.8%+18.2pp | 68.3%+18.8pp |
| Annual return | 13.69% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,253 | $1,703+267.2% | $2,555+144.7% | $2,631+137.7% |
| Participant deferral / active EE | $13,688 | $3,114+339.6% | $4,581+198.8% | $4,212+225.0% |
| Admin fee / account holder | $15,026 | $4,811+212.3% | $8,261+81.9% | $7,344+104.6% |