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 | $400,231 | $89,753+345.9% | $107,525+272.2% | $84,808+371.9% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 17.74% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $15,580 | $3,113+400.4% | $3,754+315.1% | $2,631+492.2% |
| Participant deferral / active EE | $9,235 | $4,056+127.7% | $5,116+80.5% | $4,212+119.3% |
| Admin fee / account holder | $3,855 | $7,222-46.6% | $8,919-56.8% | $7,344-47.5% |