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 | $369,269 | $176,812+108.8% | $146,665+151.8% | $167,490+120.5% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 19.21% | 24.03%-4.8pp | 22.74%-3.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $23,347 | $5,160+352.5% | $4,136+464.4% | $4,837+382.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $52,862 | $13,259+298.7% | $10,280+414.2% | $12,309+329.5% |