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 | $348,820 | $93,571+272.8% | $135,903+156.7% | $75,163+364.1% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 16.74% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $14,342 | $3,537+305.5% | $4,856+195.3% | $2,670+437.2% |
| Participant deferral / active EE | $15,486 | $6,404+141.8% | $7,758+99.6% | $4,125+275.4% |
| Admin fee / account holder | $10,054 | $6,975+44.1% | $10,762-6.6% | $5,651+77.9% |