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 | $282,968 | $98,750+186.6% | $149,696+89.0% | $79,858+254.3% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 22.46% | 27.43%-5.0pp | 276.60%-254.1pp | 31.71%-9.3pp |
| Employer contribution / active EE | $637 | $3,216-80.2% | $4,644-86.3% | $2,471-74.2% |
| Participant deferral / active EE | $5,078 | $5,680-10.6% | $6,842-25.8% | $3,740+35.8% |
| Admin fee / account holder | $17,108 | $6,053+182.7% | $9,309+83.8% | $5,306+222.4% |