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 | $283,128 | $98,750+186.7% | $149,696+89.1% | $79,858+254.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 60.44% | 27.43%+33.0pp | 276.60%-216.2pp | 31.71%+28.7pp |
| Employer contribution / active EE | $7,252 | $3,216+125.5% | $4,644+56.2% | $2,471+193.5% |
| Participant deferral / active EE | $4,121 | $5,680-27.4% | $6,842-39.8% | $3,740+10.2% |
| Admin fee / account holder | $62,029 | $6,053+924.8% | $9,309+566.4% | $5,306+1069.0% |