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 | $286,772 | $85,766+234.4% | $136,294+110.4% | $70,131+308.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.60% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $16,002 | $2,966+439.5% | $4,695+240.8% | $2,342+583.1% |
| Participant deferral / active EE | $12,209 | $5,051+141.7% | $6,247+95.4% | $3,332+266.5% |
| Admin fee / account holder | $4,944 | $5,420-8.8% | $9,243-46.5% | $4,645+6.4% |