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 | $148,978+141.1% | $200,582+79.1% | $84,808+323.5% |
| Participation rate | 91.0% | 84.2%+6.8pp | 86.9%+4.2pp | 68.3%+22.7pp |
| Annual return | 19.30% | 28.16%-8.9pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $9,867 | $4,815+104.9% | $6,419+53.7% | $2,631+275.0% |
| Participant deferral / active EE | $27,804 | $7,142+289.3% | $9,331+198.0% | $4,212+560.2% |
| Admin fee / account holder | $10,352 | $13,977-25.9% | $16,305-36.5% | $7,344+41.0% |