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 5-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 | $277,001 | $62,573+342.7% | $85,682+223.3% | $85,850+222.7% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.9%+27.1pp | 69.3%+27.6pp |
| Annual return | 15.11% | 23.77%-8.7pp | 21.49%-6.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,709 | $1,757+111.1% | $2,618+41.7% | $2,565+44.6% |
| Participant deferral / active EE | $5,668 | $2,802+102.2% | $3,923+44.5% | $3,952+43.4% |
| Admin fee / account holder | $7,096 | $4,640+52.9% | $6,873+3.2% | $6,260+13.4% |