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 | $417,704 | $60,892+586.0% | $82,389+407.0% | $84,808+392.5% |
| Participation rate | 74.6% | 63.3%+11.3pp | 69.5%+5.1pp | 68.3%+6.3pp |
| Annual return | 15.43% | 37.29%-21.9pp | 28.67%-13.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $9,572 | $1,779+438.0% | $2,517+280.3% | $2,631+263.8% |
| Participant deferral / active EE | $6,244 | $3,179+96.4% | $4,155+50.3% | $4,212+48.3% |
| Admin fee / account holder | $2,391 | $5,467-56.3% | $7,231-66.9% | $7,344-67.4% |