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 | $375,371 | $98,240+282.1% | $82,313+356.0% | $147,584+154.3% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 13.15% | 30.85%-17.7pp | 25.88%-12.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $13,043 | $3,192+308.7% | $2,428+437.1% | $4,876+167.5% |
| Participant deferral / active EE | $4,783 | $4,383+9.1% | $3,706+29.0% | $5,439-12.1% |
| Admin fee / account holder | $1,146 | $8,563-86.6% | $5,608-79.6% | $10,885-89.5% |