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 | $342,521 | $85,766+299.4% | $136,294+151.3% | $70,131+388.4% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 17.40% | 31.45%-14.1pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $6,790 | $2,966+128.9% | $4,695+44.6% | $2,342+189.9% |
| Participant deferral / active EE | $12,687 | $5,051+151.2% | $6,247+103.1% | $3,332+280.8% |
| Admin fee / account holder | $762 | $5,420-85.9% | $9,243-91.8% | $4,645-83.6% |