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 | $280,499 | $85,766+227.1% | $136,294+105.8% | $70,131+300.0% |
| Participation rate | 94.5% | 74.2%+20.4pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 21.58% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $12,658 | $2,966+326.8% | $4,695+169.6% | $2,342+440.4% |
| Participant deferral / active EE | $8,991 | $5,051+78.0% | $6,247+43.9% | $3,332+169.9% |
| Admin fee / account holder | $15,218 | $5,420+180.7% | $9,243+64.6% | $4,645+227.6% |