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 | $322,650 | $70,669+356.6% | $169,368+90.5% | $75,163+329.3% |
| Participation rate | 85.4% | 64.8%+20.6pp | 77.1%+8.3pp | 67.2%+18.2pp |
| Annual return | 21.71% | 36.36%-14.6pp | 405.60%-383.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,113 | $2,211+131.3% | $4,013+27.4% | $2,670+91.5% |
| Participant deferral / active EE | $12,857 | $4,311+198.3% | $6,221+106.7% | $4,125+211.7% |
| Admin fee / account holder | $6,541 | $5,402+21.1% | $9,003-27.3% | $5,651+15.8% |