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 | $495,674 | $78,422+532.1% | $95,952+416.6% | $79,858+520.7% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.0pp |
| Annual return | 16.73% | 19.37%-2.6pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,606 | $1,945+85.4% | $2,541+41.9% | $2,471+46.0% |
| Participant deferral / active EE | $4,729 | $3,440+37.5% | $4,167+13.5% | $3,740+26.5% |
| Admin fee / account holder | $30,538 | $5,622+443.2% | $6,795+349.4% | $5,306+475.5% |