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 | $490,725 | $93,346+425.7% | $71,796+583.5% | $273,961+79.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.78% | 130.39%-124.6pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $17,970 | $2,733+557.4% | $1,924+833.8% | $4,869+269.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,919 | $6,571-55.6% | $4,815-39.4% | $10,132-71.2% |