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 | $352,550 | $98,750+257.0% | $149,696+135.5% | $79,858+341.5% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.6%+17.3pp |
| Annual return | 14.89% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $14,443 | $3,216+349.0% | $4,644+211.0% | $2,471+484.6% |
| Participant deferral / active EE | $5,026 | $5,680-11.5% | $6,842-26.5% | $3,740+34.4% |
| Admin fee / account holder | $55,733 | $6,053+820.8% | $9,309+498.7% | $5,306+950.3% |