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 | $337,917 | $72,492+366.1% | $87,100+288.0% | $72,985+363.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 25.49% | 24.46%+1.0pp | 28.19%-2.7pp | 81.00%-55.5pp |
| Employer contribution / active EE | $12,560 | $1,894+563.2% | $2,521+398.2% | $2,440+414.8% |
| Participant deferral / active EE | $8,943 | $3,270+173.5% | $4,049+120.9% | $3,607+147.9% |
| Admin fee / account holder | $2,302 | $5,055-54.5% | $7,497-69.3% | $5,124-55.1% |