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 | $286,342 | $70,669+305.2% | $169,368+69.1% | $75,163+281.0% |
| Participation rate | 93.4% | 64.8%+28.7pp | 77.1%+16.3pp | 67.2%+26.3pp |
| Annual return | 17.36% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,283 | $2,211+229.4% | $4,013+81.5% | $2,670+172.8% |
| Participant deferral / active EE | $4,233 | $4,311-1.8% | $6,221-32.0% | $4,125+2.6% |
| Admin fee / account holder | $16,216 | $5,402+200.2% | $9,003+80.1% | $5,651+187.0% |