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 | $326,120 | $81,248+301.4% | $155,509+109.7% | $80,856+303.3% |
| Participation rate | 86.1% | 66.2%+19.9pp | 78.2%+7.9pp | 67.6%+18.5pp |
| Annual return | 16.05% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $13,391 | $3,100+331.9% | $4,672+186.6% | $2,755+386.1% |
| Participant deferral / active EE | $12,589 | $3,452+264.7% | $5,626+123.8% | $4,296+193.1% |
| Admin fee / account holder | $66,230 | $7,997+728.2% | $15,912+316.2% | $6,918+857.4% |