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 | $553,686 | $76,407+624.7% | $150,298+268.4% | $82,448+571.6% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 13.78% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $14,407 | $2,614+451.1% | $4,154+246.8% | $2,551+464.8% |
| Participant deferral / active EE | $9,733 | $3,214+202.8% | $5,453+78.5% | $4,139+135.1% |
| Admin fee / account holder | $68,191 | $6,352+973.5% | $14,116+383.1% | $7,234+842.6% |