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 | $304,255 | $109,881+176.9% | $150,045+102.8% | $84,808+258.8% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 14.67% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,801 | $3,561-21.3% | $4,693-40.3% | $2,631+6.5% |
| Participant deferral / active EE | $10,136 | $6,636+52.8% | $7,997+26.8% | $4,212+140.7% |
| Admin fee / account holder | $14,048 | $8,568+64.0% | $13,435+4.6% | $7,344+91.3% |