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 | $343,451 | $85,766+300.5% | $136,294+152.0% | $70,131+389.7% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 17.15% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $14,351 | $2,966+383.8% | $4,695+205.6% | $2,342+512.7% |
| Participant deferral / active EE | $9,775 | $5,051+93.5% | $6,247+56.5% | $3,332+193.4% |
| Admin fee / account holder | $17,507 | $5,420+223.0% | $9,243+89.4% | $4,645+276.9% |