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 | $365,139 | $99,341+267.6% | $84,750+330.8% | $273,961+33.3% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 3.06% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $10,807 | $4,214+156.5% | $3,574+202.4% | $4,869+122.0% |
| Participant deferral / active EE | $2,365 | $4,269-44.6% | $3,712-36.3% | $5,287-55.3% |
| Admin fee / account holder | $11,304 | $6,644+70.1% | $5,332+112.0% | $10,132+11.6% |