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 3-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 | $318,933 | $94,625+237.1% | $116,228+174.4% | $84,808+276.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.6%+18.3pp | 68.3%+24.5pp |
| Annual return | 33.41% | 20.40%+13.0pp | 90.06%-56.6pp | 40.90%-7.5pp |
| Employer contribution / active EE | $2,503 | $2,347+6.7% | $2,994-16.4% | $2,631-4.9% |
| Participant deferral / active EE | $5,433 | $3,972+36.8% | $4,953+9.7% | $4,212+29.0% |
| Admin fee / account holder | $3,823 | $10,091-62.1% | $11,989-68.1% | $7,344-47.9% |