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 | $378,688 | $117,983+221.0% | $101,794+272.0% | $142,382+166.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 17.13% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,893 | $2,773+4.3% | $2,289+26.4% | $4,299-32.7% |
| Participant deferral / active EE | $14,563 | $4,714+208.9% | $4,084+256.6% | $6,507+123.8% |
| Admin fee / account holder | $4,818 | $10,433-53.8% | $8,777-45.1% | $12,624-61.8% |