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 8-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 | $258,727 | $105,860+144.4% | $90,749+185.1% | $134,475+92.4% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | 11.89% | -11.01%+22.9pp | -12.16%+24.1pp | 417.96%-406.1pp |
| Employer contribution / active EE | $4,411 | $3,462+27.4% | $2,921+51.0% | $4,740-6.9% |
| Participant deferral / active EE | $12,108 | $5,216+132.1% | $4,564+165.3% | $6,400+89.2% |
| Admin fee / account holder | $7,194 | $13,938-48.4% | $8,445-14.8% | $11,426-37.0% |