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 5-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 | $260,302 | $77,314+236.7% | $177,989+46.2% | $80,856+221.9% |
| Participation rate | 83.3% | 65.7%+17.6pp | 77.1%+6.2pp | 67.6%+15.7pp |
| Annual return | 12.86% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,102 | $2,292+35.3% | $3,949-21.4% | $2,755+12.6% |
| Participant deferral / active EE | $15,509 | $4,411+251.6% | $6,276+147.1% | $4,296+261.0% |
| Admin fee / account holder | $34,250 | $7,191+376.3% | $10,363+230.5% | $6,918+395.1% |