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 | $459,223 | $109,881+317.9% | $150,045+206.1% | $84,808+441.5% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $18,269 | $3,561+413.0% | $4,693+289.3% | $2,631+594.4% |
| Participant deferral / active EE | $15,588 | $6,636+134.9% | $7,997+94.9% | $4,212+270.1% |
| Admin fee / account holder | $39,101 | $8,568+356.4% | $13,435+191.0% | $7,344+432.4% |