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 | $283,437 | $81,248+248.9% | $155,509+82.3% | $80,856+250.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 13.74% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $9,293 | $3,100+199.7% | $4,672+98.9% | $2,755+237.3% |
| Participant deferral / active EE | $8,388 | $3,452+143.0% | $5,626+49.1% | $4,296+95.3% |
| Admin fee / account holder | $50,727 | $7,997+534.3% | $15,912+218.8% | $6,918+633.3% |