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 | $641,144 | $81,208+689.5% | $98,907+548.2% | $79,858+702.9% |
| Participation rate | 97.0% | 72.5%+24.5pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 14.63% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $19,079 | $1,960+873.6% | $2,689+609.6% | $2,471+672.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,070 | $6,013+1.0% | $6,642-8.6% | $5,306+14.4% |