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 | $312,450 | $47,944+551.7% | $67,834+360.6% | $62,891+396.8% |
| Participation rate | 98.1% | 61.1%+37.1pp | 68.8%+29.4pp | 69.3%+28.8pp |
| Annual return | 6.45% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $27,292 | $1,562+1647.1% | $2,403+1035.6% | $2,281+1096.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,247 | $3,712+149.1% | $4,622+100.1% | $4,296+115.3% |