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 | $254,226 | $98,750+157.4% | $149,696+69.8% | $79,858+218.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 18.05% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $4,764 | $3,216+48.1% | $4,644+2.6% | $2,471+92.8% |
| Participant deferral / active EE | $13,807 | $5,680+143.1% | $6,842+101.8% | $3,740+269.2% |
| Admin fee / account holder | $28,782 | $6,053+375.5% | $9,309+209.2% | $5,306+442.4% |