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 | $300,344 | $52,580+471.2% | $71,671+319.1% | $70,131+328.3% |
| Participation rate | 94.1% | 60.9%+33.2pp | 68.7%+25.4pp | 69.5%+24.6pp |
| Annual return | 17.49% | 20.25%-2.8pp | 20.65%-3.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $11,309 | $1,616+599.9% | $2,460+359.8% | $2,342+382.8% |
| Participant deferral / active EE | $13,246 | $2,386+455.1% | $3,438+285.3% | $3,332+297.6% |
| Admin fee / account holder | $5,062 | $3,653+38.6% | $5,558-8.9% | $4,645+9.0% |