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 7-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 | $369,862 | $90,745+307.6% | $130,231+184.0% | $75,163+392.1% |
| Participation rate | 95.2% | 71.1%+24.2pp | 76.3%+19.0pp | 67.2%+28.0pp |
| Annual return | 15.48% | 34.45%-19.0pp | 38.77%-23.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,240 | $3,314+118.5% | $4,126+75.5% | $2,670+171.2% |
| Participant deferral / active EE | $10,291 | $5,362+91.9% | $6,799+51.4% | $4,125+149.5% |
| Admin fee / account holder | $48,267 | $6,331+662.4% | $6,020+701.8% | $5,651+754.1% |