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 | $281,146 | $85,766+227.8% | $136,294+106.3% | $70,131+300.9% |
| Participation rate | 91.4% | 74.2%+17.2pp | 81.9%+9.5pp | 69.5%+21.8pp |
| Annual return | 16.54% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,658 | $2,966+57.0% | $4,695-0.8% | $2,342+98.8% |
| Participant deferral / active EE | $6,175 | $5,051+22.2% | $6,247-1.2% | $3,332+85.3% |
| Admin fee / account holder | $19,671 | $5,420+262.9% | $9,243+112.8% | $4,645+323.4% |