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 | $286,332 | $78,672+264.0% | $109,143+162.3% | $85,850+233.5% |
| Participation rate | 88.6% | 68.3%+20.4pp | 75.9%+12.8pp | 69.3%+19.3pp |
| Annual return | 15.44% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $12,719 | $2,735+365.1% | $3,722+241.7% | $2,565+395.8% |
| Participant deferral / active EE | $7,497 | $3,467+116.2% | $4,653+61.1% | $3,952+89.7% |
| Admin fee / account holder | $14,205 | $5,469+159.7% | $6,752+110.4% | $6,260+126.9% |