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 | $299,235 | $85,766+248.9% | $136,294+119.6% | $70,131+326.7% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 21.43% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $4,570 | $2,966+54.1% | $4,695-2.7% | $2,342+95.1% |
| Participant deferral / active EE | $16,123 | $5,051+219.2% | $6,247+158.1% | $3,332+383.9% |
| Admin fee / account holder | $10,820 | $5,420+99.6% | $9,243+17.1% | $4,645+132.9% |