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 | $257,803 | $133,958+92.5% | $112,228+129.7% | $134,475+91.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | 3.75% | 47.11%-43.4pp | 27.45%-23.7pp | 417.96%-414.2pp |
| Employer contribution / active EE | $12,750 | $4,038+215.7% | $3,635+250.8% | $4,740+169.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,831 | $7,489+58.0% | $6,410+84.6% | $11,426+3.5% |