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 | $273,687 | $70,428+288.6% | $96,562+183.4% | $85,850+218.8% |
| Participation rate | 95.9% | 61.8%+34.1pp | 69.8%+26.1pp | 69.3%+26.6pp |
| Annual return | 49.92% | 18.59%+31.3pp | 37.78%+12.1pp | 318.53%-268.6pp |
| Employer contribution / active EE | $22,248 | $1,413+1474.6% | $2,356+844.1% | $2,565+767.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,399 | $4,997+148.1% | $6,181+100.6% | $6,260+98.1% |