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 | $324,776 | $85,766+278.7% | $136,294+138.3% | $70,131+363.1% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 17.18% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $6,961 | $2,966+134.7% | $4,695+48.3% | $2,342+197.2% |
| Participant deferral / active EE | $12,526 | $5,051+148.0% | $6,247+100.5% | $3,332+276.0% |
| Admin fee / account holder | $16,664 | $5,420+207.4% | $9,243+80.3% | $4,645+258.7% |