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 | $264,287 | $124,425+112.4% | $112,040+135.9% | $137,256+92.6% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 12.89% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $6,239 | $3,411+82.9% | $2,954+111.2% | $4,156+50.1% |
| Participant deferral / active EE | $21,578 | $5,718+277.3% | $5,098+323.3% | $6,407+236.8% |
| Admin fee / account holder | $47,590 | $15,207+213.0% | $12,098+293.4% | $12,270+287.9% |