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 | $279,957 | $65,395+328.1% | $182,532+53.4% | $72,985+283.6% |
| Participation rate | 92.9% | 65.4%+27.4pp | 78.0%+14.9pp | 69.5%+23.4pp |
| Annual return | 20.78% | 27.68%-6.9pp | 148.54%-127.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $6,242 | $1,911+226.6% | $4,076+53.1% | $2,440+155.8% |
| Participant deferral / active EE | $9,054 | $3,563+154.1% | $5,524+63.9% | $3,607+151.0% |
| Admin fee / account holder | $1,618 | $4,245-61.9% | $8,592-81.2% | $5,124-68.4% |