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 7-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 | $289,613 | $71,050+307.6% | $93,606+209.4% | $80,856+258.2% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.6%+30.8pp |
| Annual return | 120.58% | 11.26%+109.3pp | 133.20%-12.6pp | 35.59%+85.0pp |
| Employer contribution / active EE | $839 | $1,564-46.3% | $2,420-65.3% | $2,755-69.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $639 | $6,945-90.8% | $8,285-92.3% | $6,918-90.8% |