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 | $334,576 | $85,766+290.1% | $136,294+145.5% | $70,131+377.1% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 17.97% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $13,455 | $2,966+353.6% | $4,695+186.6% | $2,342+474.4% |
| Participant deferral / active EE | $8,669 | $5,051+71.6% | $6,247+38.8% | $3,332+160.2% |
| Admin fee / account holder | $2,146 | $5,420-60.4% | $9,243-76.8% | $4,645-53.8% |