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 | $520,061 | $93,571+455.8% | $135,903+282.7% | $75,163+591.9% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 23.06% | 30.90%-7.8pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $6,896 | $3,537+95.0% | $4,856+42.0% | $2,670+158.3% |
| Participant deferral / active EE | $15,009 | $6,404+134.4% | $7,758+93.5% | $4,125+263.8% |
| Admin fee / account holder | $4,231 | $6,975-39.3% | $10,762-60.7% | $5,651-25.1% |