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 | $254,978 | $90,348+182.2% | $75,972+235.6% | $145,922+74.7% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 16.65% | 620.88%-604.2pp | 359.55%-342.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $5,367 | $3,311+62.1% | $2,685+99.9% | $4,660+15.2% |
| Participant deferral / active EE | $12,012 | $5,162+132.7% | $4,255+182.3% | $6,688+79.6% |
| Admin fee / account holder | $2,933 | $8,467-65.4% | $6,467-54.7% | $13,397-78.1% |