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 | $374,495 | $124,281+201.3% | $109,143+243.1% | $167,490+123.6% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 31.73% | 26.04%+5.7pp | 25.75%+6.0pp | 478.56%-446.8pp |
| Employer contribution / active EE | $844 | $4,207-79.9% | $3,722-77.3% | $4,837-82.6% |
| Participant deferral / active EE | $2,841 | $5,255-45.9% | $4,653-38.9% | $6,341-55.2% |
| Admin fee / account holder | $5,213 | $7,970-34.6% | $6,752-22.8% | $12,309-57.6% |