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 | $606,761 | $60,892+896.5% | $82,389+636.5% | $84,808+615.5% |
| Participation rate | 92.6% | 63.3%+29.3pp | 69.5%+23.0pp | 68.3%+24.3pp |
| Annual return | 18.26% | 37.29%-19.0pp | 28.67%-10.4pp | 40.90%-22.6pp |
| Employer contribution / active EE | $18,221 | $1,779+924.1% | $2,517+623.9% | $2,631+592.5% |
| Participant deferral / active EE | $16,107 | $3,179+406.7% | $4,155+287.7% | $4,212+282.4% |
| Admin fee / account holder | $13,480 | $5,467+146.6% | $7,231+86.4% | $7,344+83.6% |