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 7-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 | $427,633 | $53,822+694.5% | $75,696+464.9% | $85,850+398.1% |
| Participation rate | 95.4% | 69.1%+26.3pp | 74.8%+20.6pp | 69.3%+26.1pp |
| Annual return | 29.12% | 24.54%+4.6pp | 104.53%-75.4pp | 318.53%-289.4pp |
| Employer contribution / active EE | $9,954 | $2,017+393.6% | $2,743+262.9% | $2,565+288.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,532 | $3,343+215.1% | $3,619+191.0% | $6,260+68.2% |