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 | $297,418 | $85,766+246.8% | $136,294+118.2% | $70,131+324.1% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 15.39% | 31.45%-16.1pp | 5155.94%-5140.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,542 | $2,966+53.1% | $4,695-3.3% | $2,342+93.9% |
| Participant deferral / active EE | $9,649 | $5,051+91.0% | $6,247+54.5% | $3,332+189.6% |
| Admin fee / account holder | $10,729 | $5,420+97.9% | $9,243+16.1% | $4,645+131.0% |