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 | $321,709 | $73,933+335.1% | $96,683+232.7% | $75,163+328.0% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 18.33% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,588 | $2,928+90.9% | $3,737+49.5% | $2,670+109.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,054 | $5,216-3.1% | $6,730-24.9% | $5,651-10.6% |