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 | $279,578 | $77,899+258.9% | $149,673+86.8% | $75,163+272.0% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 20.80% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $29,131 | $3,137+828.5% | $4,818+504.7% | $2,670+991.1% |
| Participant deferral / active EE | $19,438 | $3,411+469.9% | $5,680+242.2% | $4,125+371.2% |
| Admin fee / account holder | $30,761 | $5,956+416.4% | $13,210+132.9% | $5,651+444.3% |