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 | $266,116 | $100,041+166.0% | $149,718+77.7% | $70,131+279.5% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 22.60% | 27.43%-4.8pp | 1501.63%-1479.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $21,081 | $3,662+475.7% | $5,445+287.2% | $2,342+800.0% |
| Participant deferral / active EE | $20,860 | $4,983+318.7% | $6,569+217.6% | $3,332+526.1% |
| Admin fee / account holder | $2,856 | $8,286-65.5% | $11,283-74.7% | $4,645-38.5% |