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 | $88,672+381.2% | $105,223+305.5% | $82,448+417.5% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.3pp |
| Annual return | 14.63% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $20,708 | $3,048+579.4% | $3,689+461.4% | $2,551+711.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,712 | $7,146+7.9% | $8,859-12.9% | $7,234+6.6% |