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 | $516,351 | $91,538+464.1% | $129,995+297.2% | $75,163+587.0% |
| Participation rate | 98.6% | 71.4%+27.2pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 15.94% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,814 | $2,845+34.0% | $4,320-11.7% | $2,670+42.8% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,006 | $6,790-85.2% | $10,614-90.5% | $5,651-82.2% |