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 | $301,400 | $85,766+251.4% | $136,294+121.1% | $70,131+329.8% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 17.31% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $7,467 | $2,966+151.7% | $4,695+59.0% | $2,342+218.8% |
| Participant deferral / active EE | $7,537 | $5,051+49.2% | $6,247+20.6% | $3,332+126.2% |
| Admin fee / account holder | $2,200 | $5,420-59.4% | $9,243-76.2% | $4,645-52.6% |