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 | $279,047 | $85,766+225.4% | $136,294+104.7% | $70,131+297.9% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 18.62% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $30,099 | $2,966+914.8% | $4,695+541.0% | $2,342+1184.9% |
| Participant deferral / active EE | $2,528 | $5,051-50.0% | $6,247-59.5% | $3,332-24.1% |
| Admin fee / account holder | $53,790 | $5,420+892.4% | $9,243+481.9% | $4,645+1057.9% |