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 8-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 | $259,743 | $109,881+136.4% | $150,045+73.1% | $84,808+206.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.54% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,607 | $3,561+29.4% | $4,693-1.8% | $2,631+75.1% |
| Participant deferral / active EE | $11,191 | $6,636+68.6% | $7,997+39.9% | $4,212+165.7% |
| Admin fee / account holder | $1,964 | $8,568-77.1% | $13,435-85.4% | $7,344-73.3% |