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 | $368,222 | $98,750+272.9% | $149,696+146.0% | $79,858+361.1% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.3pp |
| Annual return | 15.71% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $9,696 | $3,216+201.5% | $4,644+108.8% | $2,471+292.4% |
| Participant deferral / active EE | $5,741 | $5,680+1.1% | $6,842-16.1% | $3,740+53.5% |
| Admin fee / account holder | $9,829 | $6,053+62.4% | $9,309+5.6% | $5,306+85.2% |