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 | $702,752 | $172,111+308.3% | $150,298+367.6% | $137,256+412.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $14,010 | $4,636+202.2% | $4,154+237.3% | $4,156+237.1% |
| Participant deferral / active EE | $12,576 | $6,166+104.0% | $5,453+130.6% | $6,407+96.3% |
| Admin fee / account holder | $9,281 | $16,471-43.7% | $14,116-34.3% | $12,270-24.4% |