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 | $253,544 | $85,766+195.6% | $136,294+86.0% | $70,131+261.5% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 16.70% | 31.45%-14.8pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,658 | $2,966+57.0% | $4,695-0.8% | $2,342+98.8% |
| Participant deferral / active EE | $11,077 | $5,051+119.3% | $6,247+77.3% | $3,332+232.5% |
| Admin fee / account holder | $14,424 | $5,420+166.1% | $9,243+56.0% | $4,645+210.5% |