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 | $291,750 | $209,411+39.3% | $178,490+63.5% | $158,922+83.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.78% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,085 | $5,706-63.5% | $5,011-58.4% | $4,761-56.2% |
| Participant deferral / active EE | $5,672 | $5,954-4.7% | $5,202+9.0% | $5,982-5.2% |
| Admin fee / account holder | $1,125 | $17,074-93.4% | $13,984-92.0% | $11,246-90.0% |