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 | $429,454 | $69,977+513.7% | $108,579+295.5% | $62,891+582.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.72% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $16,682 | $2,135+681.4% | $3,758+343.9% | $2,281+631.4% |
| Participant deferral / active EE | $7,704 | $3,165+143.4% | $4,311+78.7% | $3,203+140.5% |
| Admin fee / account holder | $4,229 | $5,076-16.7% | $7,645-44.7% | $4,296-1.6% |