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 | $250,670 | $85,766+192.3% | $136,294+83.9% | $70,131+257.4% |
| Participation rate | 89.1% | 74.2%+15.0pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 16.49% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $5,140 | $2,966+73.3% | $4,695+9.5% | $2,342+119.4% |
| Participant deferral / active EE | $7,865 | $5,051+55.7% | $6,247+25.9% | $3,332+136.0% |
| Admin fee / account holder | $1,439 | $5,420-73.5% | $9,243-84.4% | $4,645-69.0% |