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 | $273,628 | $93,571+192.4% | $135,903+101.3% | $75,163+264.0% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 15.46% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,887 | $3,537-46.7% | $4,856-61.1% | $2,670-29.3% |
| Participant deferral / active EE | $14,535 | $6,404+127.0% | $7,758+87.4% | $4,125+252.4% |
| Admin fee / account holder | $70,516 | $6,975+910.9% | $10,762+555.2% | $5,651+1147.9% |