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 | $262,659 | $65,395+301.6% | $182,532+43.9% | $72,985+259.9% |
| Participation rate | 88.5% | 65.4%+23.1pp | 78.0%+10.5pp | 69.5%+19.0pp |
| Annual return | 22.49% | 27.68%-5.2pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,124 | $1,911+168.1% | $4,076+25.7% | $2,440+110.0% |
| Participant deferral / active EE | $3,578 | $3,563+0.4% | $5,524-35.2% | $3,607-0.8% |
| Admin fee / account holder | $9,820 | $4,245+131.3% | $8,592+14.3% | $5,124+91.6% |