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 | $260,313 | $111,754+132.9% | $103,333+151.9% | $145,922+78.4% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 28.65% | 24.77%+3.9pp | 24.88%+3.8pp | 561.29%-532.6pp |
| Employer contribution / active EE | $4,961 | $4,212+17.8% | $3,868+28.3% | $4,660+6.5% |
| Participant deferral / active EE | $8,782 | $5,619+56.3% | $5,057+73.6% | $6,688+31.3% |
| Admin fee / account holder | $3,942 | $9,750-59.6% | $8,355-52.8% | $13,397-70.6% |