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 | $308,614 | $65,041+374.5% | $90,951+239.3% | $79,858+286.5% |
| Participation rate | 97.2% | 61.6%+35.6pp | 69.0%+28.2pp | 69.6%+27.6pp |
| Annual return | 16.82% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,750 | $1,247+40.3% | $2,122-17.5% | $2,471-29.2% |
| Participant deferral / active EE | $16,143 | $2,512+542.7% | $3,373+378.6% | $3,740+331.6% |
| Admin fee / account holder | $4,370 | $4,536-3.7% | $5,959-26.7% | $5,306-17.7% |