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 | $449,082 | $109,982+308.3% | $97,226+361.9% | $145,922+207.8% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 8.53% | 242.90%-234.4pp | 75.13%-66.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $23,871 | $3,084+674.1% | $2,729+774.8% | $4,660+412.3% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $23,561 | $6,221+278.8% | $5,654+316.7% | $13,397+75.9% |