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 | $310,597 | $78,705+294.6% | $117,854+163.5% | $70,131+342.9% |
| Participation rate | 90.3% | 73.2%+17.1pp | 79.7%+10.7pp | 69.5%+20.8pp |
| Annual return | 13.83% | 23.30%-9.5pp | 335.08%-321.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $4,540 | $2,223+104.2% | $3,786+19.9% | $2,342+93.8% |
| Participant deferral / active EE | $9,082 | $3,297+175.5% | $4,482+102.7% | $3,332+172.6% |
| Admin fee / account holder | $841 | $5,065-83.4% | $8,020-89.5% | $4,645-81.9% |