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 | $358,728 | $82,032+337.3% | $123,104+191.4% | $59,632+501.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 86.8%+0.7pp | 68.7%+18.8pp |
| Annual return | 15.74% | 5.12%+10.6pp | 13.22%+2.5pp | 2041.28%-2025.5pp |
| Employer contribution / active EE | $10,087 | $3,297+206.0% | $5,151+95.8% | $2,203+358.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $37,769 | $5,881+542.2% | $9,015+319.0% | $4,297+779.0% |