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 | $307,135 | $77,899+294.3% | $149,673+105.2% | $75,163+308.6% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 16.25% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $15,788 | $3,137+403.2% | $4,818+227.7% | $2,670+491.4% |
| Participant deferral / active EE | $9,709 | $3,411+184.6% | $5,680+70.9% | $4,125+135.4% |
| Admin fee / account holder | $2,531 | $5,956-57.5% | $13,210-80.8% | $5,651-55.2% |