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 | $331,670 | $85,766+286.7% | $136,294+143.3% | $70,131+372.9% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 16.41% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $11,768 | $2,966+296.8% | $4,695+150.6% | $2,342+402.4% |
| Participant deferral / active EE | $3,290 | $5,051-34.9% | $6,247-47.3% | $3,332-1.3% |
| Admin fee / account holder | $2,488 | $5,420-54.1% | $9,243-73.1% | $4,645-46.4% |