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 3-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 | $390,199 | $95,266+309.6% | $82,389+373.6% | $142,382+174.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 17.72% | 25.74%-8.0pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,865 | $2,991+263.2% | $2,517+331.6% | $4,299+152.7% |
| Participant deferral / active EE | $22,990 | $4,809+378.1% | $4,155+453.4% | $6,507+253.3% |
| Admin fee / account holder | $1,704 | $8,563-80.1% | $7,231-76.4% | $12,624-86.5% |