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 | $342,946 | $85,766+299.9% | $136,294+151.6% | $70,131+389.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.54% | 31.45%-8.9pp | 5155.94%-5133.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $7,634 | $2,966+157.4% | $4,695+62.6% | $2,342+225.9% |
| Participant deferral / active EE | $11,799 | $5,051+133.6% | $6,247+88.9% | $3,332+254.1% |
| Admin fee / account holder | $5,275 | $5,420-2.7% | $9,243-42.9% | $4,645+13.6% |