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 | $481,248 | $85,766+461.1% | $136,294+253.1% | $70,131+586.2% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 17.44% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $8,511 | $2,966+186.9% | $4,695+81.3% | $2,342+263.3% |
| Participant deferral / active EE | $7,972 | $5,051+57.8% | $6,247+27.6% | $3,332+139.3% |
| Admin fee / account holder | $998 | $5,420-81.6% | $9,243-89.2% | $4,645-78.5% |