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 | $441,379 | $121,625+262.9% | $104,607+321.9% | $158,922+177.7% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 4.63% | 465.26%-460.6pp | 340.46%-335.8pp | 302.83%-298.2pp |
| Employer contribution / active EE | $17,461 | $3,163+452.1% | $2,681+551.4% | $4,761+266.7% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $19,545 | $7,787+151.0% | $6,473+201.9% | $11,246+73.8% |