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 | $388,668 | $95,803+305.7% | $113,168+243.4% | $84,808+358.3% |
| Participation rate | 85.4% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.1pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,894 | $2,360+107.4% | $2,975+64.5% | $2,631+86.0% |
| Participant deferral / active EE | $9,801 | $4,242+131.0% | $5,107+91.9% | $4,212+132.7% |
| Admin fee / account holder | $18,096 | $8,989+101.3% | $12,068+50.0% | $7,344+146.4% |