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 | $460,202 | $110,809+315.3% | $86,874+429.7% | $167,490+174.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 8.51% | 116.98%-108.5pp | 63.52%-55.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $15,679 | $3,244+383.4% | $2,495+528.3% | $4,837+224.1% |
| Participant deferral / active EE | $5,655 | $4,546+24.4% | $3,699+52.9% | $6,341-10.8% |
| Admin fee / account holder | $4,653 | $8,415-44.7% | $5,828-20.2% | $12,309-62.2% |