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 | $295,712 | $76,000+289.1% | $154,107+91.9% | $64,186+360.7% |
| Participation rate | 81.1% | 70.4%+10.7pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | 6.41% | 30.32%-23.9pp | 735.12%-728.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $6,678 | $3,351+99.3% | $5,298+26.1% | $2,381+180.5% |
| Participant deferral / active EE | $8,196 | $3,175+158.1% | $5,081+61.3% | $3,470+136.2% |
| Admin fee / account holder | $19,751 | $5,596+252.9% | $13,411+47.3% | $4,888+304.1% |