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 | $343,572 | $54,517+530.2% | $75,972+352.2% | $74,495+361.2% |
| Participation rate | 95.6% | 60.3%+35.3pp | 69.1%+26.6pp | 67.2%+28.4pp |
| Annual return | 15.21% | 31.82%-16.6pp | 359.55%-344.3pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,293 | $1,777+141.6% | $2,685+59.9% | $2,623+63.7% |
| Participant deferral / active EE | $15,306 | $3,066+399.3% | $4,255+259.7% | $4,346+252.2% |
| Admin fee / account holder | $16,182 | $2,229+626.1% | $6,467+150.2% | $1,942+733.4% |