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 | $328,402 | $99,079+231.5% | $77,999+321.0% | $273,961+19.9% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 4.56% | 217.93%-213.4pp | 425.96%-421.4pp | 41.45%-36.9pp |
| Employer contribution / active EE | $11,780 | $3,308+256.1% | $2,470+376.9% | $4,869+141.9% |
| Participant deferral / active EE | $5,035 | $4,306+16.9% | $3,497+44.0% | $5,287-4.8% |
| Admin fee / account holder | $8,050 | $8,954-10.1% | $5,480+46.9% | $10,132-20.6% |