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 | $289,557 | $127,065+127.9% | $113,168+155.9% | $142,382+103.4% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 23.84% | 24.03%-0.2pp | 24.27%-0.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $13,032 | $3,442+278.6% | $2,975+338.0% | $4,299+203.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5,379 | $15,736-65.8% | $12,068-55.4% | $12,624-57.4% |