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 | $607,107 | $124,281+388.5% | $109,143+456.3% | $167,490+262.5% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 19.16% | 26.04%-6.9pp | 25.75%-6.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $23,498 | $4,207+458.5% | $3,722+531.4% | $4,837+385.8% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,254 | $7,970+41.2% | $6,752+66.7% | $12,309-8.6% |