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 7-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 | $346,851 | $97,125+257.1% | $86,233+302.2% | $137,256+152.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 13.51% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,838 | $2,841-0.1% | $2,504+13.3% | $4,156-31.7% |
| Participant deferral / active EE | $8,289 | $5,180+60.0% | $4,559+81.8% | $6,407+29.4% |
| Admin fee / account holder | $11,682 | $9,725+20.1% | $8,342+40.0% | $12,270-4.8% |