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 | $608,708 | $93,571+550.5% | $135,903+347.9% | $75,163+709.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 20.22% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,689 | $3,537-24.0% | $4,856-44.6% | $2,670+0.7% |
| Participant deferral / active EE | $6,389 | $6,404-0.2% | $7,758-17.6% | $4,125+54.9% |
| Admin fee / account holder | $46,382 | $6,975+564.9% | $10,762+331.0% | $5,651+720.8% |