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 9-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 | $254,614 | $83,477+205.0% | $125,175+103.4% | $72,985+248.9% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 20.14% | 25.78%-5.6pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,018 | $2,345+28.7% | $3,865-21.9% | $2,440+23.7% |
| Participant deferral / active EE | $9,703 | $3,585+170.6% | $4,937+96.6% | $3,607+169.0% |
| Admin fee / account holder | $9,067 | $5,517+64.3% | $9,702-6.5% | $5,124+76.9% |