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 | $392,929 | $214,378+83.3% | $200,582+95.9% | $142,382+176.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 16.42% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,058 | $6,841-55.3% | $6,419-52.4% | $4,299-28.9% |
| Participant deferral / active EE | $14,173 | $9,865+43.7% | $9,331+51.9% | $6,507+117.8% |
| Admin fee / account holder | $2,414 | $17,692-86.4% | $16,305-85.2% | $12,624-80.9% |