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 | $309,524 | $85,766+260.9% | $136,294+127.1% | $70,131+341.4% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 18.54% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,934 | $2,966+66.4% | $4,695+5.1% | $2,342+110.7% |
| Participant deferral / active EE | $10,192 | $5,051+101.8% | $6,247+63.1% | $3,332+205.9% |
| Admin fee / account holder | $3,380 | $5,420-37.7% | $9,243-63.4% | $4,645-27.2% |