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 | $252,150 | $84,233+199.3% | $170,442+47.9% | $70,131+259.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.88% | 23.06%-9.2pp | 205.93%-192.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $6,810 | $3,387+101.1% | $5,433+25.3% | $2,342+190.7% |
| Participant deferral / active EE | $5,065 | $3,086+64.1% | $4,939+2.5% | $3,332+52.0% |
| Admin fee / account holder | $3,742 | $5,698-34.3% | $13,880-73.0% | $4,645-19.4% |