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 | $336,441 | $79,557+322.9% | $118,746+183.3% | $70,131+379.7% |
| Participation rate | 95.3% | 71.4%+24.0pp | 78.3%+17.1pp | 69.5%+25.8pp |
| Annual return | 14.83% | 25.64%-10.8pp | 24.54%-9.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $8,350 | $2,861+191.8% | $4,193+99.2% | $2,342+256.5% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,838 | $5,374+8.6% | $10,720-45.5% | $4,645+25.7% |