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 | $275,677 | $78,705+250.3% | $117,854+133.9% | $70,131+293.1% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 19.67% | 23.30%-3.6pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $22,650 | $2,223+918.7% | $3,786+498.2% | $2,342+866.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,291 | $5,065+142.6% | $8,020+53.3% | $4,645+164.6% |