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 | $261,960 | $85,766+205.4% | $136,294+92.2% | $70,131+273.5% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 14.39% | 31.45%-17.1pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $6,656 | $2,966+124.4% | $4,695+41.7% | $2,342+184.1% |
| Participant deferral / active EE | $9,804 | $5,051+94.1% | $6,247+56.9% | $3,332+194.3% |
| Admin fee / account holder | $57,023 | $5,420+952.0% | $9,243+516.9% | $4,645+1127.5% |