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 | $269,393 | $123,793+117.6% | $177,821+51.5% | $79,858+237.3% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 14.90% | 22.82%-7.9pp | 48.32%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,689 | $4,095+38.9% | $5,918-3.9% | $2,471+130.3% |
| Participant deferral / active EE | $6,759 | $5,956+13.5% | $7,714-12.4% | $3,740+80.7% |
| Admin fee / account holder | $1,117 | $7,243-84.6% | $12,427-91.0% | $5,306-78.9% |