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 8-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 | $278,078 | $179,726+54.7% | $156,263+78.0% | $142,382+95.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 16.65% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $17,565 | $5,069+246.5% | $4,333+305.4% | $4,299+308.6% |
| Participant deferral / active EE | $13,279 | $6,956+90.9% | $6,158+115.6% | $6,507+104.1% |
| Admin fee / account holder | $3,560 | $17,272-79.4% | $14,255-75.0% | $12,624-71.8% |