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 | $431,738 | $73,933+484.0% | $96,683+346.6% | $75,163+474.4% |
| Participation rate | 96.9% | 66.4%+30.5pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | 16.18% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $11,568 | $2,928+295.1% | $3,737+209.6% | $2,670+333.3% |
| Participant deferral / active EE | $5,899 | $3,659+61.2% | $4,878+20.9% | $4,125+43.0% |
| Admin fee / account holder | $5,760 | $5,216+10.4% | $6,730-14.4% | $5,651+1.9% |