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 | $358,512 | $111,754+220.8% | $103,333+246.9% | $145,922+145.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.45% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,872 | $4,212+15.7% | $3,868+26.0% | $4,660+4.6% |
| Participant deferral / active EE | $15,896 | $5,619+182.9% | $5,057+214.3% | $6,688+137.7% |
| Admin fee / account holder | $3,151 | $9,750-67.7% | $8,355-62.3% | $13,397-76.5% |