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 | $352,335 | $81,460+332.5% | $103,333+241.0% | $80,856+335.8% |
| Participation rate | 91.3% | 66.8%+24.5pp | 74.5%+16.8pp | 67.6%+23.7pp |
| Annual return | 15.06% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,807 | $3,105-9.6% | $3,868-27.4% | $2,755+1.9% |
| Participant deferral / active EE | $6,163 | $3,869+59.3% | $5,057+21.9% | $4,296+43.5% |
| Admin fee / account holder | $34,645 | $6,566+427.6% | $8,355+314.7% | $6,918+400.8% |