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 | $251,898 | $106,515+136.5% | $96,683+160.5% | $139,434+80.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.36% | 38.43%-20.1pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $12,787 | $4,103+211.7% | $3,737+242.2% | $4,751+169.1% |
| Participant deferral / active EE | $16,500 | $5,454+202.5% | $4,878+238.2% | $6,710+145.9% |
| Admin fee / account holder | $2,036 | $7,877-74.2% | $6,730-69.7% | $11,403-82.1% |