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 6-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 | $589,532 | $176,377+234.2% | $134,143+339.5% | $158,922+271.0% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 36.37% | 63.63%-27.3pp | 36.33%0pp | 302.83%-266.5pp |
| Employer contribution / active EE | $2,881 | $5,040-42.8% | $3,704-22.2% | $4,761-39.5% |
| Participant deferral / active EE | $7,652 | $4,091+87.0% | $3,499+118.7% | $5,982+27.9% |
| Admin fee / account holder | $7,331 | $8,718-15.9% | $6,684+9.7% | $11,246-34.8% |