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 9-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 | $290,125 | $85,766+238.3% | $136,294+112.9% | $70,131+313.7% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 15.38% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $7,692 | $2,966+159.3% | $4,695+63.8% | $2,342+228.4% |
| Participant deferral / active EE | $10,077 | $5,051+99.5% | $6,247+61.3% | $3,332+202.5% |
| Admin fee / account holder | $26,057 | $5,420+380.7% | $9,243+181.9% | $4,645+460.9% |