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 | $381,351 | $98,750+286.2% | $149,696+154.8% | $79,858+377.5% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.6%+14.2pp |
| Annual return | 13.41% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,728 | $3,216+47.0% | $4,644+1.8% | $2,471+91.3% |
| Participant deferral / active EE | $11,498 | $5,680+102.4% | $6,842+68.1% | $3,740+207.4% |
| Admin fee / account holder | $19,848 | $6,053+227.9% | $9,309+113.2% | $5,306+274.0% |