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 | $306,241 | $59,839+411.8% | $81,983+273.5% | $79,858+283.5% |
| Participation rate | 95.6% | 61.6%+33.9pp | 69.2%+26.3pp | 69.6%+25.9pp |
| Annual return | 11.27% | 17.56%-6.3pp | 41.31%-30.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $13,387 | $1,713+681.3% | $2,498+435.9% | $2,471+441.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,710 | $4,287-60.1% | $5,664-69.8% | $5,306-67.8% |