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 | $367,220 | $148,978+146.5% | $200,582+83.1% | $84,808+333.0% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 18.48% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $13,138 | $4,815+172.9% | $6,419+104.7% | $2,631+399.4% |
| Participant deferral / active EE | $17,114 | $7,142+139.6% | $9,331+83.4% | $4,212+306.4% |
| Admin fee / account holder | $4,370 | $13,977-68.7% | $16,305-73.2% | $7,344-40.5% |