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 | $555,612 | $72,404+667.4% | $110,238+404.0% | $64,186+765.6% |
| Participation rate | 97.2% | 73.3%+23.8pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 14.38% | -6.29%+20.7pp | 314.74%-300.4pp | 7.63%+6.8pp |
| Employer contribution / active EE | $11,644 | $2,282+410.4% | $3,826+204.3% | $2,381+389.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $36,939 | $5,664+552.1% | $8,547+332.2% | $4,888+655.7% |