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 | $304,257 | $85,766+254.8% | $136,294+123.2% | $70,131+333.8% |
| Participation rate | 96.7% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 20.45% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $5,834 | $2,966+96.7% | $4,695+24.2% | $2,342+149.1% |
| Participant deferral / active EE | $8,948 | $5,051+77.1% | $6,247+43.2% | $3,332+168.6% |
| Admin fee / account holder | $1,400 | $5,420-74.2% | $9,243-84.9% | $4,645-69.9% |