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 5-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 | $370,438 | $53,127+597.3% | $86,590+327.8% | $70,131+428.2% |
| Participation rate | 90.3% | 65.3%+25.0pp | 73.5%+16.8pp | 69.5%+20.8pp |
| Annual return | 14.50% | 27.66%-13.2pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $20,692 | $2,068+900.5% | $2,839+628.8% | $2,342+783.3% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,191 | $3,585+100.6% | $4,906+46.6% | $4,645+54.8% |