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 | $433,895 | $81,248+434.0% | $155,509+179.0% | $80,856+436.6% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 15.52% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $22,226 | $3,100+616.9% | $4,672+375.7% | $2,755+706.8% |
| Participant deferral / active EE | $16,279 | $3,452+371.6% | $5,626+189.3% | $4,296+279.0% |
| Admin fee / account holder | $19,580 | $7,997+144.8% | $15,912+23.0% | $6,918+183.0% |