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 | $395,514 | $108,825+263.4% | $156,181+153.2% | $82,448+379.7% |
| Participation rate | 82.1% | 72.4%+9.7pp | 78.8%+3.2pp | 68.1%+14.0pp |
| Annual return | 430.47% | 20.59%+409.9pp | 64.87%+365.6pp | 41.64%+388.8pp |
| Employer contribution / active EE | $2,618 | $2,870-8.8% | $4,294-39.0% | $2,551+2.6% |
| Participant deferral / active EE | $10,980 | $4,577+139.9% | $6,132+79.1% | $4,139+165.3% |
| Admin fee / account holder | $18,870 | $9,341+102.0% | $14,586+29.4% | $7,234+160.8% |