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 | $369,799 | $72,277+411.6% | $101,248+265.2% | $79,858+363.1% |
| Participation rate | 90.7% | 68.5%+22.2pp | 75.8%+14.9pp | 69.6%+21.0pp |
| Annual return | 16.83% | 22.30%-5.5pp | 46.47%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $9,871 | $2,692+266.8% | $3,660+169.7% | $2,471+299.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,903 | $4,400+34.1% | $5,945-0.7% | $5,306+11.2% |