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 6-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 | $351,798 | $109,881+220.2% | $150,045+134.5% | $84,808+314.8% |
| Participation rate | 98.1% | 76.1%+22.1pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 75.08% | 28.25%+46.8pp | 62.55%+12.5pp | 40.90%+34.2pp |
| Employer contribution / active EE | $3,116 | $3,561-12.5% | $4,693-33.6% | $2,631+18.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,542 | $8,568-35.3% | $13,435-58.7% | $7,344-24.5% |