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 6-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 | $359,196 | $146,267+145.6% | $197,124+82.2% | $82,448+335.7% |
| Participation rate | 91.0% | 84.0%+7.0pp | 86.7%+4.3pp | 68.1%+23.0pp |
| Annual return | 19.30% | 29.61%-10.3pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $9,867 | $4,723+108.9% | $6,227+58.4% | $2,551+286.8% |
| Participant deferral / active EE | $27,804 | $7,035+295.2% | $9,135+204.4% | $4,139+571.7% |
| Admin fee / account holder | $10,352 | $14,422-28.2% | $16,298-36.5% | $7,234+43.1% |