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 | $279,414 | $54,705+410.8% | $71,209+292.4% | $84,808+229.5% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 18.74% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $19,625 | $2,158+809.5% | $2,721+621.3% | $2,631+645.9% |
| Participant deferral / active EE | $13,926 | $3,030+359.5% | $4,175+233.5% | $4,212+230.7% |
| Admin fee / account holder | $17,658 | $4,863+263.1% | $5,349+230.1% | $7,344+140.4% |