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 | $378,756 | $123,793+206.0% | $177,821+113.0% | $79,858+374.3% |
| Participation rate | 89.5% | 84.7%+4.8pp | 87.7%+1.8pp | 69.6%+19.8pp |
| Annual return | 17.24% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,513 | $5,956+177.2% | $7,714+114.1% | $3,740+341.5% |
| Admin fee / account holder | $3,575 | $7,243-50.6% | $12,427-71.2% | $5,306-32.6% |