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 | $342,594 | $91,552+274.2% | $133,956+155.8% | $79,858+329.0% |
| Participation rate | 88.4% | 73.3%+15.0pp | 79.8%+8.5pp | 69.6%+18.7pp |
| Annual return | 17.91% | 61.85%-43.9pp | 45.09%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $21,080 | $2,384+784.4% | $3,919+438.0% | $2,471+753.2% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $654 | $6,321-89.7% | $8,927-92.7% | $5,306-87.7% |