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 | $265,167 | $106,749+148.4% | $145,433+82.3% | $82,448+221.6% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 21.04% | 27.59%-6.6pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $15,050 | $3,444+336.9% | $4,554+230.4% | $2,551+490.0% |
| Participant deferral / active EE | $11,527 | $6,519+76.8% | $7,897+46.0% | $4,139+178.5% |
| Admin fee / account holder | $3,330 | $8,390-60.3% | $13,129-74.6% | $7,234-54.0% |