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 6-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 | $370,130 | $93,571+295.6% | $135,903+172.3% | $75,163+392.4% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 18.68% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $15,787 | $3,537+346.4% | $4,856+225.1% | $2,670+491.3% |
| Participant deferral / active EE | $14,873 | $6,404+132.2% | $7,758+91.7% | $4,125+260.6% |
| Admin fee / account holder | $36,443 | $6,975+422.5% | $10,762+238.6% | $5,651+544.9% |