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 | $308,035 | $51,045+503.5% | $70,515+336.8% | $71,457+331.1% |
| Participation rate | 92.9% | 59.4%+33.5pp | 68.3%+24.6pp | 67.9%+25.0pp |
| Annual return | 17.63% | 42.63%-25.0pp | 32.77%-15.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $4,388 | $1,790+145.1% | $2,973+47.6% | $2,588+69.6% |
| Participant deferral / active EE | $15,281 | $3,026+404.9% | $4,567+234.6% | $4,289+256.3% |
| Admin fee / account holder | $9,292 | $1,994+366.1% | $6,412+44.9% | $1,587+485.4% |