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 | $296,899 | $89,753+230.8% | $107,525+176.1% | $84,808+250.1% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 29.13% | 29.48%-0.4pp | 181.32%-152.2pp | 40.90%-11.8pp |
| Employer contribution / active EE | $4,497 | $3,113+44.4% | $3,754+19.8% | $2,631+70.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $20,663 | $7,222+186.1% | $8,919+131.7% | $7,344+181.4% |