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 | $272,371 | $91,538+197.5% | $129,995+109.5% | $75,163+262.4% |
| Participation rate | 91.9% | 71.4%+20.5pp | 78.5%+13.4pp | 67.2%+24.7pp |
| Annual return | 16.42% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,696 | $2,845+100.2% | $4,320+31.9% | $2,670+113.4% |
| Participant deferral / active EE | $6,310 | $4,341+45.3% | $5,820+8.4% | $4,125+53.0% |
| Admin fee / account holder | $95,396 | $6,790+1304.9% | $10,614+798.7% | $5,651+1588.2% |