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 5-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 | $284,099 | $86,929+226.8% | $102,423+177.4% | $80,856+251.4% |
| Participation rate | 88.3% | 72.4%+15.9pp | 76.5%+11.8pp | 67.6%+20.7pp |
| Annual return | 45.49% | 18.88%+26.6pp | 29.32%+16.2pp | 35.59%+9.9pp |
| Employer contribution / active EE | $18,398 | $2,369+676.5% | $3,023+508.5% | $2,755+567.9% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,515 | $8,049-43.9% | $9,451-52.2% | $6,918-34.7% |