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 | $320,490 | $109,359+193.1% | $162,163+97.6% | $72,985+339.1% |
| Participation rate | 83.8% | 84.3%-0.5pp | 87.6%-3.8pp | 69.5%+14.3pp |
| Annual return | 18.26% | 25.46%-7.2pp | 115.59%-97.3pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $17,187 | $5,481+213.6% | $7,298+135.5% | $3,607+376.4% |
| Admin fee / account holder | $17,427 | $7,972+118.6% | $10,843+60.7% | $5,124+240.1% |