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 8-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 | $944,798 | $111,535+747.1% | $105,223+797.9% | $137,256+588.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 17.19% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,404 | $3,939+62.6% | $3,689+73.6% | $4,156+54.1% |
| Participant deferral / active EE | $15,274 | $5,500+177.7% | $5,072+201.2% | $6,407+138.4% |
| Admin fee / account holder | $26,872 | $9,721+176.4% | $8,859+203.3% | $12,270+119.0% |