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 | $264,153 | $85,766+208.0% | $136,294+93.8% | $70,131+276.7% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 15.82% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,150 | $2,966-61.2% | $4,695-75.5% | $2,342-50.9% |
| Participant deferral / active EE | $13,104 | $5,051+159.4% | $6,247+109.8% | $3,332+293.3% |
| Admin fee / account holder | $9,272 | $5,420+71.0% | $9,243+0.3% | $4,645+99.6% |