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 | $338,278 | $86,286+292.0% | $111,297+203.9% | $85,850+294.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 20.21% | 19.99%+0.2pp | 54.65%-34.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $17,298 | $2,043+746.6% | $2,731+533.4% | $2,565+574.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,612 | $8,188-80.3% | $7,964-79.8% | $6,260-74.2% |