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 | $452,746 | $123,793+265.7% | $177,821+154.6% | $79,858+466.9% |
| Participation rate | 92.7% | 84.7%+8.0pp | 87.7%+5.0pp | 69.6%+23.1pp |
| Annual return | 17.03% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $26,817 | $4,095+554.8% | $5,918+353.1% | $2,471+985.4% |
| Participant deferral / active EE | $19,276 | $5,956+223.6% | $7,714+149.9% | $3,740+415.4% |
| Admin fee / account holder | $19,487 | $7,243+169.1% | $12,427+56.8% | $5,306+267.2% |