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 | $366,990 | $67,823+441.1% | $52,425+600.0% | $137,256+167.4% |
| Participation rate | 88.2% | 63.9%+24.3pp | 55.6%+32.6pp | 80.0%+8.3pp |
| Annual return | 14.21% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,991 | $1,163+157.2% | $914+227.1% | $4,156-28.0% |
| Participant deferral / active EE | $10,481 | $2,288+358.1% | $1,790+485.4% | $6,407+63.6% |
| Admin fee / account holder | $27,009 | $2,844+849.6% | $2,495+982.6% | $12,270+120.1% |