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 | $313,675 | $64,324+387.6% | $118,925+163.8% | $79,858+292.8% |
| Participation rate | 97.4% | 64.9%+32.5pp | 75.4%+22.0pp | 69.6%+27.7pp |
| Annual return | 19.01% | 86.45%-67.4pp | 35.88%-16.9pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,082 | $1,836+67.9% | $3,263-5.5% | $2,471+24.8% |
| Participant deferral / active EE | $9,586 | $2,824+239.5% | $4,265+124.8% | $3,740+156.3% |
| Admin fee / account holder | $3,584 | $4,040-11.3% | $6,581-45.5% | $5,306-32.5% |