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 9-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 | $325,650 | $97,044+235.6% | $83,333+290.8% | $135,375+140.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.05% | 12.31%-3.3pp | 10.63%-1.6pp | 519.73%-510.7pp |
| Employer contribution / active EE | $3,589 | $4,143-13.4% | $3,379+6.2% | $4,779-24.9% |
| Participant deferral / active EE | $5,911 | $5,964-0.9% | $5,565+6.2% | $5,609+5.4% |
| Admin fee / account holder | $17,954 | $8,380+114.3% | $7,510+139.1% | $10,827+65.8% |