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 | $440,987 | $89,753+391.3% | $107,525+310.1% | $84,808+420.0% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 13.92% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $16,194 | $3,113+420.1% | $3,754+331.4% | $2,631+515.5% |
| Participant deferral / active EE | $4,814 | $4,056+18.7% | $5,116-5.9% | $4,212+14.3% |
| Admin fee / account holder | $112,777 | $7,222+1461.6% | $8,919+1164.5% | $7,344+1435.7% |