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 | $337,878 | $124,425+171.6% | $112,040+201.6% | $137,256+146.2% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 16.11% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $11,330 | $3,411+232.1% | $2,954+283.5% | $4,156+172.6% |
| Participant deferral / active EE | $4,331 | $5,718-24.3% | $5,098-15.0% | $6,407-32.4% |
| Admin fee / account holder | $5,031 | $15,207-66.9% | $12,098-58.4% | $12,270-59.0% |