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 5-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 | $460,794 | $80,717+470.9% | $154,803+197.7% | $84,808+443.3% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,642 | $2,761-4.3% | $4,305-38.6% | $2,631+0.4% |
| Participant deferral / active EE | $5,337 | $3,303+61.6% | $5,540-3.7% | $4,212+26.7% |
| Admin fee / account holder | $23,477 | $6,746+248.0% | $14,329+63.8% | $7,344+219.7% |