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 | $279,414 | $51,638+441.1% | $68,368+308.7% | $82,448+238.9% |
| Participation rate | 91.7% | 63.6%+28.1pp | 73.8%+17.9pp | 68.1%+23.6pp |
| Annual return | 18.74% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $19,625 | $2,047+859.0% | $2,649+640.9% | $2,551+669.3% |
| Participant deferral / active EE | $13,926 | $2,914+378.0% | $4,123+237.8% | $4,139+236.4% |
| Admin fee / account holder | $17,658 | $4,643+280.3% | $5,150+242.9% | $7,234+144.1% |