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 | $258,197 | $100,041+158.1% | $149,718+72.5% | $70,131+268.2% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.1pp | 69.5%+26.6pp |
| Annual return | 19.90% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $9,808 | $3,662+167.9% | $5,445+80.1% | $2,342+318.7% |
| Participant deferral / active EE | $7,475 | $4,983+50.0% | $6,569+13.8% | $3,332+124.4% |
| Admin fee / account holder | $2,720 | $8,286-67.2% | $11,283-75.9% | $4,645-41.4% |