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 | $342,390 | $85,766+299.2% | $136,294+151.2% | $70,131+388.2% |
| Participation rate | 94.0% | 74.2%+19.8pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 16.63% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $18,427 | $2,966+521.3% | $4,695+292.4% | $2,342+686.7% |
| Participant deferral / active EE | $9,935 | $5,051+96.7% | $6,247+59.0% | $3,332+198.2% |
| Admin fee / account holder | $1,323 | $5,420-75.6% | $9,243-85.7% | $4,645-71.5% |