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 | $289,168 | $102,317+182.6% | $146,958+96.8% | $80,856+257.6% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 19.82% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,807 | $3,713-24.4% | $4,933-43.1% | $2,755+1.9% |
| Participant deferral / active EE | $7,610 | $6,644+14.5% | $8,070-5.7% | $4,296+77.2% |
| Admin fee / account holder | $3,719 | $7,941-53.2% | $12,998-71.4% | $6,918-46.2% |