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 | $524,202 | $107,334+388.4% | $92,893+464.3% | $152,861+242.9% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 22.52% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $17,284 | $4,221+309.5% | $3,653+373.2% | $4,762+262.9% |
| Participant deferral / active EE | $7,413 | $4,845+53.0% | $4,236+75.0% | $5,850+26.7% |
| Admin fee / account holder | $4,538 | $7,079-35.9% | $5,794-21.7% | $11,596-60.9% |