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 5-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 | $252,507 | $117,841+114.3% | $102,423+146.5% | $145,922+73.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 9.37% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,823 | $3,615+5.8% | $3,023+26.4% | $4,660-18.0% |
| Participant deferral / active EE | $13,372 | $5,731+133.3% | $5,053+164.6% | $6,688+99.9% |
| Admin fee / account holder | $86,997 | $13,326+552.8% | $9,451+820.5% | $13,397+549.4% |