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 | $311,523 | $81,248+283.4% | $155,509+100.3% | $80,856+285.3% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 15.12% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $16,885 | $3,100+444.6% | $4,672+261.4% | $2,755+512.9% |
| Participant deferral / active EE | $13,863 | $3,452+301.6% | $5,626+146.4% | $4,296+222.7% |
| Admin fee / account holder | $873 | $7,997-89.1% | $15,912-94.5% | $6,918-87.4% |