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 | $543,867 | $86,286+530.3% | $111,297+388.7% | $85,850+533.5% |
| Participation rate | 96.1% | 73.3%+22.7pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 18.89% | 19.99%-1.1pp | 54.65%-35.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $23,570 | $2,043+1053.6% | $2,731+763.0% | $2,565+818.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $55,195 | $8,188+574.1% | $7,964+593.1% | $6,260+781.7% |