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 | $495,568 | $73,867+570.9% | $143,757+244.7% | $68,494+623.5% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | 2.28% | 1.01%+1.3pp | -0.04%+2.3pp | -7.84%+10.1pp |
| Employer contribution / active EE | $16,665 | $3,184+423.4% | $4,951+236.6% | $2,596+541.9% |
| Participant deferral / active EE | $13,765 | $3,384+306.7% | $5,637+144.2% | $4,027+241.8% |
| Admin fee / account holder | $44,608 | $5,755+675.2% | $14,673+204.0% | $5,403+725.7% |