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 | $380,536 | $81,248+368.4% | $155,509+144.7% | $80,856+370.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 22.64% | 33.31%-10.7pp | 64.67%-42.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $11,683 | $3,100+276.8% | $4,672+150.0% | $2,755+324.1% |
| Participant deferral / active EE | $8,070 | $3,452+133.8% | $5,626+43.4% | $4,296+87.9% |
| Admin fee / account holder | $4,303 | $7,997-46.2% | $15,912-73.0% | $6,918-37.8% |