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 | $274,170 | $148,978+84.0% | $200,582+36.7% | $84,808+223.3% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 19.28% | 28.16%-8.9pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $16,290 | $4,815+238.3% | $6,419+153.8% | $2,631+519.2% |
| Participant deferral / active EE | $18,781 | $7,142+163.0% | $9,331+101.3% | $4,212+345.9% |
| Admin fee / account holder | $18,385 | $13,977+31.5% | $16,305+12.8% | $7,344+150.4% |