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 | $253,559 | $70,475+259.8% | $100,516+152.3% | $79,858+217.5% |
| Participation rate | 74.3% | 73.7%+0.6pp | 79.4%-5.1pp | 69.6%+4.7pp |
| Annual return | 37.29% | 21.90%+15.4pp | 30.89%+6.4pp | 31.71%+5.6pp |
| Employer contribution / active EE | $17,595 | $2,165+712.9% | $3,418+414.8% | $2,471+612.1% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,319 | $4,478+130.4% | $8,081+27.7% | $5,306+94.5% |