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 | $404,833 | $78,672+414.6% | $109,143+270.9% | $85,850+371.6% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.7pp |
| Annual return | 12.50% | 25.09%-12.6pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,351 | $2,735-50.6% | $3,722-63.7% | $2,565-47.3% |
| Participant deferral / active EE | $10,331 | $3,467+198.0% | $4,653+122.0% | $3,952+161.4% |
| Admin fee / account holder | $9,293 | $5,469+69.9% | $6,752+37.6% | $6,260+48.5% |