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 10-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 | $324,002 | $98,750+228.1% | $149,696+116.4% | $79,858+305.7% |
| Participation rate | 97.5% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 18.97% | 27.43%-8.5pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $28,645 | $3,216+790.6% | $4,644+516.8% | $2,471+1059.3% |
| Participant deferral / active EE | $5,720 | $5,680+0.7% | $6,842-16.4% | $3,740+52.9% |
| Admin fee / account holder | $1,266 | $6,053-79.1% | $9,309-86.4% | $5,306-76.1% |