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 | $280,054 | $98,750+183.6% | $149,696+87.1% | $79,858+250.7% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $6,329 | $3,216+96.8% | $4,644+36.3% | $2,471+156.1% |
| Participant deferral / active EE | $10,689 | $5,680+88.2% | $6,842+56.2% | $3,740+185.8% |
| Admin fee / account holder | $8,175 | $6,053+35.1% | $9,309-12.2% | $5,306+54.1% |