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 | $368,087 | $85,766+329.2% | $136,294+170.1% | $70,131+424.9% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $7,617 | $2,966+156.8% | $4,695+62.2% | $2,342+225.2% |
| Participant deferral / active EE | $10,139 | $5,051+100.7% | $6,247+62.3% | $3,332+204.3% |
| Admin fee / account holder | $3,236 | $5,420-40.3% | $9,243-65.0% | $4,645-30.3% |