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 | $308,615 | $85,766+259.8% | $136,294+126.4% | $70,131+340.1% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 15.52% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $12,402 | $2,966+318.1% | $4,695+164.1% | $2,342+429.4% |
| Participant deferral / active EE | $9,085 | $5,051+79.9% | $6,247+45.4% | $3,332+172.7% |
| Admin fee / account holder | $20,123 | $5,420+271.2% | $9,243+117.7% | $4,645+333.2% |