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 | $258,519 | $138,347+86.9% | $184,203+40.3% | $80,856+219.7% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 13.11% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,874 | $4,850-40.8% | $6,427-55.3% | $2,755+4.3% |
| Participant deferral / active EE | $5,858 | $7,071-17.2% | $9,131-35.9% | $4,296+36.4% |
| Admin fee / account holder | $22,612 | $10,483+115.7% | $13,901+62.7% | $6,918+226.9% |