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 5-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 | $509,210 | $111,754+355.7% | $103,333+392.8% | $145,922+249.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.78% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,552 | $4,212-15.7% | $3,868-8.2% | $4,660-23.8% |
| Participant deferral / active EE | $8,032 | $5,619+43.0% | $5,057+58.8% | $6,688+20.1% |
| Admin fee / account holder | $19,632 | $9,750+101.3% | $8,355+135.0% | $13,397+46.5% |