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 | $262,059 | $85,766+205.6% | $136,294+92.3% | $70,131+273.7% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 19.67% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $4,730 | $2,966+59.5% | $4,695+0.7% | $2,342+101.9% |
| Participant deferral / active EE | $13,724 | $5,051+171.7% | $6,247+119.7% | $3,332+311.9% |
| Admin fee / account holder | $6,514 | $5,420+20.2% | $9,243-29.5% | $4,645+40.2% |