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 | $273,926 | $107,791+154.1% | $90,645+202.2% | $135,375+102.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.59% | -0.90%+3.5pp | 1.88%+0.7pp | 519.73%-517.1pp |
| Employer contribution / active EE | $5,970 | $3,018+97.8% | $2,532+135.8% | $4,779+24.9% |
| Participant deferral / active EE | $24,500 | $3,872+532.7% | $3,425+615.4% | $5,609+336.8% |
| Admin fee / account holder | $507 | $5,930-91.5% | $4,994-89.8% | $10,827-95.3% |