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 | $258,972 | $98,750+162.3% | $149,696+73.0% | $79,858+224.3% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 19.35% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $5,388 | $3,216+67.5% | $4,644+16.0% | $2,471+118.1% |
| Participant deferral / active EE | $6,935 | $5,680+22.1% | $6,842+1.4% | $3,740+85.4% |
| Admin fee / account holder | $12,090 | $6,053+99.7% | $9,309+29.9% | $5,306+127.8% |