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 | $290,671 | $78,672+269.5% | $109,143+166.3% | $85,850+238.6% |
| Participation rate | 77.5% | 68.3%+9.2pp | 75.9%+1.6pp | 69.3%+8.2pp |
| Annual return | 13.11% | 25.09%-12.0pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $6,727 | $2,735+146.0% | $3,722+80.7% | $2,565+162.2% |
| Participant deferral / active EE | $10,244 | $3,467+195.4% | $4,653+120.2% | $3,952+159.2% |
| Admin fee / account holder | $10,211 | $5,469+86.7% | $6,752+51.2% | $6,260+63.1% |