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 | $350,568 | $100,041+250.4% | $149,718+134.2% | $70,131+399.9% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 21.98% | 27.43%-5.4pp | 1501.63%-1479.6pp | 73.14%-51.2pp |
| Employer contribution / active EE | $20,760 | $3,662+467.0% | $5,445+281.3% | $2,342+786.3% |
| Participant deferral / active EE | $15,662 | $4,983+214.3% | $6,569+138.4% | $3,332+370.1% |
| Admin fee / account holder | $5,459 | $8,286-34.1% | $11,283-51.6% | $4,645+17.5% |