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 | $279,081 | $85,766+225.4% | $136,294+104.8% | $70,131+297.9% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 14.45% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $7,503 | $2,966+153.0% | $4,695+59.8% | $2,342+220.3% |
| Participant deferral / active EE | $10,940 | $5,051+116.6% | $6,247+75.1% | $3,332+228.4% |
| Admin fee / account holder | $3,074 | $5,420-43.3% | $9,243-66.7% | $4,645-33.8% |