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 | $106,749+214.0% | $145,433+130.5% | $82,448+306.5% |
| Participation rate | 96.5% | 75.6%+20.8pp | 82.1%+14.4pp | 68.1%+28.4pp |
| Annual return | 17.56% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $14,986 | $3,444+335.1% | $4,554+229.0% | $2,551+487.5% |
| Participant deferral / active EE | $13,379 | $6,519+105.2% | $7,897+69.4% | $4,139+223.2% |
| Admin fee / account holder | $79,308 | $8,390+845.3% | $13,129+504.1% | $7,234+996.3% |