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 | $318,760 | $104,664+204.6% | $85,682+272.0% | $167,490+90.3% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 10.35% | 21.45%-11.1pp | 21.49%-11.1pp | 478.56%-468.2pp |
| Employer contribution / active EE | $12,079 | $3,337+262.0% | $2,618+361.3% | $4,837+149.7% |
| Participant deferral / active EE | $17,623 | $4,824+265.3% | $3,923+349.3% | $6,341+177.9% |
| Admin fee / account holder | $67,708 | $10,032+574.9% | $6,873+885.1% | $12,309+450.1% |