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 | $436,159 | $80,717+440.4% | $154,803+181.8% | $84,808+414.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 17.00% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $18,042 | $2,761+553.4% | $4,305+319.1% | $2,631+585.8% |
| Participant deferral / active EE | $12,596 | $3,303+281.3% | $5,540+127.3% | $4,212+199.1% |
| Admin fee / account holder | $12,535 | $6,746+85.8% | $14,329-12.5% | $7,344+70.7% |