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 | $272,647 | $85,766+217.9% | $136,294+100.0% | $70,131+288.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 38.32% | 31.45%+6.9pp | 5155.94%-5117.6pp | 73.14%-34.8pp |
| Employer contribution / active EE | $13,779 | $2,966+364.5% | $4,695+193.4% | $2,342+488.2% |
| Participant deferral / active EE | $13,347 | $5,051+164.2% | $6,247+113.7% | $3,332+300.6% |
| Admin fee / account holder | $4,749 | $5,420-12.4% | $9,243-48.6% | $4,645+2.2% |