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 | $348,376 | $127,065+174.2% | $113,168+207.8% | $142,382+144.7% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 10.63% | 24.03%-13.4pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $16,698 | $3,442+385.1% | $2,975+461.2% | $4,299+288.4% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $72,277 | $15,736+359.3% | $12,068+498.9% | $12,624+472.6% |