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 | $262,638 | $85,766+206.2% | $136,294+92.7% | $70,131+274.5% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 18.77% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $4,768 | $2,966+60.7% | $4,695+1.5% | $2,342+103.5% |
| Participant deferral / active EE | $6,416 | $5,051+27.0% | $6,247+2.7% | $3,332+92.6% |
| Admin fee / account holder | $51,293 | $5,420+846.3% | $9,243+454.9% | $4,645+1004.2% |