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 | $325,067 | $98,750+229.2% | $149,696+117.2% | $79,858+307.1% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 21.39% | 27.43%-6.0pp | 276.60%-255.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $5,650 | $3,216+75.7% | $4,644+21.7% | $2,471+128.7% |
| Participant deferral / active EE | $11,691 | $5,680+105.8% | $6,842+70.9% | $3,740+212.6% |
| Admin fee / account holder | $2,699 | $6,053-55.4% | $9,309-71.0% | $5,306-49.1% |