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 6-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 | $507,950 | $106,515+376.9% | $96,683+425.4% | $139,434+264.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 12.02% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $11,517 | $4,103+180.7% | $3,737+208.2% | $4,751+142.4% |
| Participant deferral / active EE | $17,463 | $5,454+220.2% | $4,878+258.0% | $6,710+160.2% |
| Admin fee / account holder | $1,335 | $7,877-83.0% | $6,730-80.2% | $11,403-88.3% |