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 | $343,581 | $100,041+243.4% | $149,718+129.5% | $70,131+389.9% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.1%+5.1pp | 69.5%+22.6pp |
| Annual return | 18.44% | 27.43%-9.0pp | 1501.63%-1483.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $16,346 | $3,662+346.4% | $5,445+200.2% | $2,342+597.8% |
| Participant deferral / active EE | $13,744 | $4,983+175.8% | $6,569+109.2% | $3,332+312.5% |
| Admin fee / account holder | $2,724 | $8,286-67.1% | $11,283-75.9% | $4,645-41.4% |