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 | $388,682 | $76,407+408.7% | $150,298+158.6% | $82,448+371.4% |
| Participation rate | 89.2% | 66.4%+22.8pp | 77.8%+11.4pp | 68.1%+21.1pp |
| Annual return | 14.47% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $22,701 | $2,614+768.4% | $4,154+446.5% | $2,551+789.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $27,430 | $6,352+331.8% | $14,116+94.3% | $7,234+279.2% |