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 | $403,652 | $68,719+487.4% | $91,541+341.0% | $84,808+376.0% |
| Participation rate | 94.9% | 64.5%+30.4pp | 69.8%+25.1pp | 68.3%+26.6pp |
| Annual return | 14.02% | 19.12%-5.1pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,937 | $1,920+105.1% | $2,505+57.2% | $2,631+49.6% |
| Participant deferral / active EE | $7,463 | $3,136+138.0% | $4,008+86.2% | $4,212+77.2% |
| Admin fee / account holder | $45,221 | $5,786+681.5% | $6,956+550.1% | $7,344+515.8% |