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 | $471,285 | $81,460+478.6% | $103,333+356.1% | $80,856+482.9% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 13.92% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $24,242 | $3,105+680.7% | $3,868+526.8% | $2,755+780.0% |
| Participant deferral / active EE | $6,657 | $3,869+72.1% | $5,057+31.6% | $4,296+55.0% |
| Admin fee / account holder | $96,061 | $6,566+1362.9% | $8,355+1049.8% | $6,918+1288.6% |