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 | $426,650 | $89,753+375.4% | $107,525+296.8% | $84,808+403.1% |
| Participation rate | 98.3% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | 14.63% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $20,708 | $3,113+565.1% | $3,754+451.7% | $2,631+687.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,712 | $7,222+6.8% | $8,919-13.5% | $7,344+5.0% |