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 | $459,115 | $106,749+330.1% | $145,433+215.7% | $82,448+456.9% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 15.90% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $10,927 | $3,444+217.2% | $4,554+139.9% | $2,551+328.3% |
| Participant deferral / active EE | $11,383 | $6,519+74.6% | $7,897+44.1% | $4,139+175.0% |
| Admin fee / account holder | $7,345 | $8,390-12.5% | $13,129-44.1% | $7,234+1.5% |