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 | $255,422 | $123,793+106.3% | $177,821+43.6% | $79,858+219.8% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.8pp | 69.6%+25.9pp |
| Annual return | 11.98% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $15,687 | $4,095+283.1% | $5,918+165.1% | $2,471+534.9% |
| Participant deferral / active EE | $14,711 | $5,956+147.0% | $7,714+90.7% | $3,740+293.3% |
| Admin fee / account holder | $924 | $7,243-87.2% | $12,427-92.6% | $5,306-82.6% |