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 6-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 | $328,860 | $77,899+322.2% | $149,673+119.7% | $75,163+337.5% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 15.01% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,737 | $3,137+210.4% | $4,818+102.1% | $2,670+264.7% |
| Participant deferral / active EE | $7,588 | $3,411+122.5% | $5,680+33.6% | $4,125+83.9% |
| Admin fee / account holder | $1,617 | $5,956-72.8% | $13,210-87.8% | $5,651-71.4% |