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 | $458,367 | $114,381+300.7% | $107,525+326.3% | $142,382+221.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 18.21% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $15,521 | $4,015+286.6% | $3,754+313.5% | $4,299+261.0% |
| Participant deferral / active EE | $10,381 | $5,564+86.6% | $5,116+102.9% | $6,507+59.5% |
| Admin fee / account holder | $6,680 | $9,860-32.3% | $8,919-25.1% | $12,624-47.1% |