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 | $276,910 | $93,571+195.9% | $135,903+103.8% | $75,163+268.4% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 16.13% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $14,269 | $3,537+303.5% | $4,856+193.8% | $2,670+434.5% |
| Participant deferral / active EE | $16,580 | $6,404+158.9% | $7,758+113.7% | $4,125+301.9% |
| Admin fee / account holder | $10,272 | $6,975+47.3% | $10,762-4.6% | $5,651+81.8% |