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 | $293,979 | $104,251+182.0% | $91,001+223.1% | $147,584+99.2% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 17.63% | 27.06%-9.4pp | 4.60%+13.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $9,728 | $3,116+212.2% | $2,456+296.2% | $4,876+99.5% |
| Participant deferral / active EE | $5,984 | $4,195+42.6% | $3,547+68.7% | $5,439+10.0% |
| Admin fee / account holder | $391 | $8,948-95.6% | $5,417-92.8% | $10,885-96.4% |