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 | $307,747 | $167,484+83.7% | $151,611+103.0% | $134,475+128.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -17.43% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,075 | $6,829-55.0% | $6,166-50.1% | $4,740-35.1% |
| Participant deferral / active EE | $14,800 | $8,986+64.7% | $8,363+77.0% | $6,400+131.3% |
| Admin fee / account holder | $2,337 | $13,783-83.0% | $11,616-79.9% | $11,426-79.5% |