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 | $290,519 | $94,625+207.0% | $116,228+150.0% | $84,808+242.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.26% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $12,563 | $2,347+435.4% | $2,994+319.5% | $2,631+377.5% |
| Participant deferral / active EE | $20,080 | $3,972+405.5% | $4,953+305.4% | $4,212+376.8% |
| Admin fee / account holder | $2,288 | $10,091-77.3% | $11,989-80.9% | $7,344-68.8% |