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 | $447,999 | $89,753+399.1% | $107,525+316.6% | $84,808+428.3% |
| Participation rate | 95.5% | 68.1%+27.5pp | 75.1%+20.4pp | 68.3%+27.2pp |
| Annual return | 23.52% | 29.48%-6.0pp | 181.32%-157.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $24,053 | $3,113+672.6% | $3,754+540.8% | $2,631+814.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,683 | $7,222+144.9% | $8,919+98.3% | $7,344+140.8% |