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 | $667,745 | $146,267+356.5% | $197,124+238.7% | $82,448+709.9% |
| Participation rate | 81.0% | 84.0%-3.1pp | 86.7%-5.8pp | 68.1%+12.9pp |
| Annual return | 16.75% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $15,857 | $4,723+235.7% | $6,227+154.6% | $2,551+521.6% |
| Participant deferral / active EE | $17,576 | $7,035+149.8% | $9,135+92.4% | $4,139+324.6% |
| Admin fee / account holder | $48,468 | $14,422+236.1% | $16,298+197.4% | $7,234+570.0% |