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 4-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 | $335,170 | $109,881+205.0% | $150,045+123.4% | $84,808+295.2% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 17.56% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $14,986 | $3,561+320.8% | $4,693+219.3% | $2,631+469.6% |
| Participant deferral / active EE | $13,379 | $6,636+101.6% | $7,997+67.3% | $4,212+217.7% |
| Admin fee / account holder | $79,308 | $8,568+825.6% | $13,435+490.3% | $7,344+979.9% |