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 | $337,415 | $117,983+186.0% | $101,794+231.5% | $142,382+137.0% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 19.05% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,394 | $2,773+22.4% | $2,289+48.3% | $4,299-21.1% |
| Participant deferral / active EE | $5,280 | $4,714+12.0% | $4,084+29.3% | $6,507-18.9% |
| Admin fee / account holder | $1,112 | $10,433-89.3% | $8,777-87.3% | $12,624-91.2% |