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 7-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 | $324,055 | $100,970+220.9% | $96,576+235.5% | $137,256+136.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.26% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $25,334 | $3,809+565.1% | $3,553+613.0% | $4,156+509.6% |
| Participant deferral / active EE | $13,489 | $8,286+62.8% | $7,956+69.5% | $6,407+110.5% |
| Admin fee / account holder | $1,949 | $11,312-82.8% | $11,381-82.9% | $12,270-84.1% |