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 | $366,528 | $81,460+349.9% | $103,333+254.7% | $80,856+353.3% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 12.60% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $16,422 | $3,105+428.8% | $3,868+324.6% | $2,755+496.1% |
| Participant deferral / active EE | $9,388 | $3,869+142.7% | $5,057+85.6% | $4,296+118.5% |
| Admin fee / account holder | $4,825 | $6,566-26.5% | $8,355-42.2% | $6,918-30.2% |