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 | $264,657 | $65,365+304.9% | $92,893+184.9% | $72,985+262.6% |
| Participation rate | 81.3% | 68.3%+12.9pp | 76.0%+5.2pp | 69.5%+11.8pp |
| Annual return | 22.09% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,442 | $2,594-5.9% | $3,653-33.1% | $2,440+0.1% |
| Participant deferral / active EE | $4,037 | $3,128+29.0% | $4,236-4.7% | $3,607+11.9% |
| Admin fee / account holder | $741 | $4,251-82.6% | $5,794-87.2% | $5,124-85.5% |