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 | $284,693 | $85,766+231.9% | $136,294+108.9% | $70,131+305.9% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 20.27% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,941 | $2,966+66.6% | $4,695+5.2% | $2,342+110.9% |
| Participant deferral / active EE | $10,236 | $5,051+102.6% | $6,247+63.9% | $3,332+207.2% |
| Admin fee / account holder | $14,829 | $5,420+173.6% | $9,243+60.4% | $4,645+219.2% |