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 | $106,749+185.0% | $145,433+109.2% | $82,448+269.0% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 14.67% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,801 | $3,444-18.7% | $4,554-38.5% | $2,551+9.8% |
| Participant deferral / active EE | $10,136 | $6,519+55.5% | $7,897+28.4% | $4,139+144.9% |
| Admin fee / account holder | $14,048 | $8,390+67.4% | $13,129+7.0% | $7,234+94.2% |