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 7-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 | $267,608 | $87,841+204.7% | $133,980+99.7% | $62,891+325.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 6.19% | 12.05%-5.9pp | 29.30%-23.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,914 | $3,483-16.3% | $5,211-44.1% | $2,281+27.7% |
| Participant deferral / active EE | $11,317 | $4,812+135.2% | $6,282+80.2% | $3,203+253.3% |
| Admin fee / account holder | $1,190 | $5,371-77.8% | $9,324-87.2% | $4,296-72.3% |