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 8-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 | $314,306 | $111,535+181.8% | $105,223+198.7% | $137,256+129.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.93% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,386 | $3,939-39.4% | $3,689-35.3% | $4,156-42.6% |
| Participant deferral / active EE | $11,860 | $5,500+115.6% | $5,072+133.8% | $6,407+85.1% |
| Admin fee / account holder | $5,265 | $9,721-45.8% | $8,859-40.6% | $12,270-57.1% |