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 | $354,058 | $93,571+278.4% | $135,903+160.5% | $75,163+371.1% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 21.08% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,904 | $3,537-17.9% | $4,856-40.2% | $2,670+8.8% |
| Participant deferral / active EE | $13,901 | $6,404+117.1% | $7,758+79.2% | $4,125+237.0% |
| Admin fee / account holder | $933 | $6,975-86.6% | $10,762-91.3% | $5,651-83.5% |