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 | $112,729+199.3% | $98,716+241.8% | $137,256+145.8% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.3%+20.2pp | 80.0%+9.5pp |
| Annual return | 19.05% | 38.48%-19.4pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,394 | $2,725+24.5% | $2,279+49.0% | $4,156-18.3% |
| Participant deferral / active EE | $5,280 | $4,640+13.8% | $4,048+30.4% | $6,407-17.6% |
| Admin fee / account holder | $1,112 | $10,129-89.0% | $8,703-87.2% | $12,270-90.9% |