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 | $271,369 | $98,463+175.6% | $119,258+127.5% | $85,850+216.1% |
| Participation rate | 93.2% | 77.6%+15.5pp | 82.7%+10.4pp | 69.3%+23.8pp |
| Annual return | 18.64% | 38.53%-19.9pp | 30.69%-12.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $6,283 | $3,698+69.9% | $4,384+43.3% | $2,565+145.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,374 | $7,493+211.9% | $7,226+223.5% | $6,260+273.4% |