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 | $269,816 | $72,404+272.7% | $110,238+144.8% | $64,186+320.4% |
| Participation rate | 94.3% | 73.3%+20.9pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | 13.88% | -6.29%+20.2pp | 314.74%-300.9pp | 7.63%+6.2pp |
| Employer contribution / active EE | $12,859 | $2,282+463.6% | $3,826+236.1% | $2,381+440.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,388 | $5,664-4.9% | $8,547-37.0% | $4,888+10.2% |