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 7-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 | $302,772 | $114,381+164.7% | $107,525+181.6% | $142,382+112.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.35% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,438 | $4,015-64.2% | $3,754-61.7% | $4,299-66.6% |
| Participant deferral / active EE | $7,848 | $5,564+41.0% | $5,116+53.4% | $6,507+20.6% |
| Admin fee / account holder | $54,058 | $9,860+448.3% | $8,919+506.1% | $12,624+328.2% |