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 | $550,321 | $77,634+608.9% | $156,549+251.5% | $62,891+775.0% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 7.81% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $21,556 | $3,444+526.0% | $5,501+291.8% | $2,281+845.1% |
| Participant deferral / active EE | $12,082 | $3,045+296.7% | $4,871+148.0% | $3,203+277.2% |
| Admin fee / account holder | $5,695 | $5,561+2.4% | $13,027-56.3% | $4,296+32.6% |