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 | $357,190 | $80,968+341.1% | $96,544+270.0% | $75,163+375.2% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 23.67% | 27.06%-3.4pp | 25.84%-2.2pp | 160.62%-137.0pp |
| Employer contribution / active EE | $10,062 | $2,282+341.0% | $2,965+239.4% | $2,670+276.9% |
| Participant deferral / active EE | $6,551 | $3,928+66.8% | $4,851+35.1% | $4,125+58.8% |
| Admin fee / account holder | $46,916 | $6,724+597.7% | $8,252+468.5% | $5,651+730.2% |