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 | $661,871 | $98,750+570.3% | $149,696+342.1% | $79,858+728.8% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 16.81% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $13,454 | $3,216+318.3% | $4,644+189.7% | $2,471+444.5% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,863 | $6,053+79.5% | $9,309+16.7% | $5,306+104.7% |