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 7-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 | $270,502 | $63,346+327.0% | $92,233+193.3% | $70,131+285.7% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 18.12% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $13,659 | $2,471+452.7% | $3,679+271.2% | $2,342+483.1% |
| Participant deferral / active EE | $8,096 | $2,854+183.7% | $3,897+107.8% | $3,332+143.0% |
| Admin fee / account holder | $5,174 | $3,840+34.7% | $5,194-0.4% | $4,645+11.4% |