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 | $255,460 | $85,766+197.9% | $136,294+87.4% | $70,131+264.3% |
| Participation rate | 96.2% | 74.2%+22.1pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 16.10% | 31.45%-15.4pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,350 | $2,966+46.6% | $4,695-7.4% | $2,342+85.7% |
| Participant deferral / active EE | $7,653 | $5,051+51.5% | $6,247+22.5% | $3,332+129.7% |
| Admin fee / account holder | $15,178 | $5,420+180.0% | $9,243+64.2% | $4,645+226.7% |