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 | $302,713 | $138,385+118.7% | $184,200+64.3% | $80,874+274.3% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 13.98% | 20.02%-6.0pp | 28.80%-14.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $12,243 | $4,849+152.5% | $6,424+90.6% | $2,756+344.3% |
| Participant deferral / active EE | $17,320 | $7,073+144.9% | $9,132+89.7% | $4,297+303.1% |
| Admin fee / account holder | $652 | $10,483-93.8% | $13,907-95.3% | $6,935-90.6% |