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 | $256,724 | $100,041+156.6% | $149,718+71.5% | $70,131+266.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 16.81% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $16,333 | $3,662+346.1% | $5,445+200.0% | $2,342+597.3% |
| Participant deferral / active EE | $11,488 | $4,983+130.6% | $6,569+74.9% | $3,332+244.8% |
| Admin fee / account holder | $865 | $8,286-89.6% | $11,283-92.3% | $4,645-81.4% |