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 9-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 | $271,000 | $78,422+245.6% | $95,952+182.4% | $79,858+239.4% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,727 | $1,945-11.2% | $2,541-32.0% | $2,471-30.1% |
| Participant deferral / active EE | $3,987 | $3,440+15.9% | $4,167-4.3% | $3,740+6.6% |
| Admin fee / account holder | $27,833 | $5,622+395.1% | $6,795+309.6% | $5,306+424.5% |