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 | $417,916 | $127,065+228.9% | $113,168+269.3% | $142,382+193.5% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 13.24% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,504 | $3,442+1.8% | $2,975+17.8% | $4,299-18.5% |
| Participant deferral / active EE | $7,636 | $5,716+33.6% | $5,107+49.5% | $6,507+17.3% |
| Admin fee / account holder | $47,662 | $15,736+202.9% | $12,068+295.0% | $12,624+277.6% |