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 | $1,026,332 | $115,770+786.5% | $101,248+913.7% | $158,922+545.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 21.87% | 56.14%-34.3pp | 46.47%-24.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,239 | $4,175-46.4% | $3,660-38.8% | $4,761-53.0% |
| Participant deferral / active EE | $3,831 | $4,957-22.7% | $4,370-12.3% | $5,982-36.0% |
| Admin fee / account holder | $3,926 | $7,245-45.8% | $5,945-34.0% | $11,246-65.1% |