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 | $257,971 | $98,750+161.2% | $149,696+72.3% | $79,858+223.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 16.01% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,378 | $3,216+5.0% | $4,644-27.3% | $2,471+36.7% |
| Participant deferral / active EE | $11,640 | $5,680+104.9% | $6,842+70.1% | $3,740+211.2% |
| Admin fee / account holder | $1,054 | $6,053-82.6% | $9,309-88.7% | $5,306-80.1% |