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 | $377,957 | $85,766+340.7% | $136,294+177.3% | $70,131+438.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.28% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $14,825 | $2,966+399.8% | $4,695+215.7% | $2,342+532.9% |
| Participant deferral / active EE | $7,647 | $5,051+51.4% | $6,247+22.4% | $3,332+129.5% |
| Admin fee / account holder | $9,093 | $5,420+67.7% | $9,243-1.6% | $4,645+95.7% |