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 | $401,545 | $94,625+324.4% | $116,228+245.5% | $84,808+373.5% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.6%+23.4pp | 68.3%+29.7pp |
| Annual return | 86.36% | 20.40%+66.0pp | 90.06%-3.7pp | 40.90%+45.5pp |
| Employer contribution / active EE | $20,843 | $2,347+788.2% | $2,994+596.1% | $2,631+692.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $59,714 | $10,091+491.7% | $11,989+398.1% | $7,344+713.1% |