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 | $409,810 | $128,603+218.7% | $197,124+107.9% | $67,986+502.8% |
| Participation rate | 73.9% | 81.7%-7.8pp | 86.7%-12.8pp | 57.2%+16.7pp |
| Annual return | 16.66% | 23.77%-7.1pp | 44.34%-27.7pp | 31.67%-15.0pp |
| Employer contribution / active EE | $5,001 | $4,379+14.2% | $6,227-19.7% | $2,019+147.7% |
| Participant deferral / active EE | $22,948 | $6,840+235.5% | $9,135+151.2% | $3,358+583.4% |
| Admin fee / account holder | $25,375 | $3,035+736.1% | $16,298+55.7% | $3,203+692.2% |