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 | $288,826 | $85,766+236.8% | $136,294+111.9% | $70,131+311.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.54% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $8,505 | $2,966+186.8% | $4,695+81.1% | $2,342+263.1% |
| Participant deferral / active EE | $7,926 | $5,051+56.9% | $6,247+26.9% | $3,332+137.9% |
| Admin fee / account holder | $5,810 | $5,420+7.2% | $9,243-37.1% | $4,645+25.1% |