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 | $335,960 | $60,892+451.7% | $82,389+307.8% | $84,808+296.1% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.1pp | 68.3%+28.4pp |
| Annual return | 17.29% | 37.29%-20.0pp | 28.67%-11.4pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,341 | $1,779+200.2% | $2,517+112.2% | $2,631+103.0% |
| Participant deferral / active EE | $14,643 | $3,179+360.7% | $4,155+252.5% | $4,212+247.7% |
| Admin fee / account holder | $23,832 | $5,467+335.9% | $7,231+229.6% | $7,344+224.5% |