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 | $574,202 | $86,929+560.5% | $102,423+460.6% | $80,856+610.1% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 22.20% | 18.88%+3.3pp | 29.32%-7.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $6,530 | $2,369+175.6% | $3,023+116.0% | $2,755+137.1% |
| Participant deferral / active EE | $16,420 | $4,118+298.7% | $5,053+225.0% | $4,296+282.2% |
| Admin fee / account holder | $33,793 | $8,049+319.8% | $9,451+257.6% | $6,918+388.5% |