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 | $297,075 | $58,851+404.8% | $115,157+158.0% | $72,985+307.0% |
| Participation rate | 97.1% | 65.5%+31.6pp | 75.9%+21.2pp | 69.5%+27.7pp |
| Annual return | 22.40% | 23.16%-0.8pp | 35.60%-13.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,913 | $1,798+173.3% | $3,179+54.6% | $2,440+101.4% |
| Participant deferral / active EE | $10,257 | $2,643+288.1% | $4,168+146.1% | $3,607+184.3% |
| Admin fee / account holder | $4,923 | $6,370-22.7% | $7,088-30.5% | $5,124-3.9% |