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 | $364,739 | $86,286+322.7% | $111,297+227.7% | $85,850+324.9% |
| Participation rate | 97.9% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 15.78% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $19,268 | $2,043+843.0% | $2,731+605.5% | $2,565+651.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,743 | $8,188+92.3% | $7,964+97.7% | $6,260+151.5% |