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 | $294,053 | $72,277+306.8% | $101,248+190.4% | $79,858+268.2% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 71.65% | 22.30%+49.4pp | 46.47%+25.2pp | 31.71%+39.9pp |
| Employer contribution / active EE | $9,221 | $2,692+242.6% | $3,660+152.0% | $2,471+273.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,058 | $4,400+15.0% | $5,945-14.9% | $5,306-4.7% |