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 | $327,674 | $154,117+112.6% | $129,995+152.1% | $139,434+135.0% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 18.42% | 32.48%-14.1pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,000 | $5,289-62.2% | $4,320-53.7% | $4,751-57.9% |
| Participant deferral / active EE | $12,194 | $6,710+81.7% | $5,820+109.5% | $6,710+81.7% |
| Admin fee / account holder | $5,697 | $14,007-59.3% | $10,614-46.3% | $11,403-50.0% |