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 | $294,530 | $78,926+273.2% | $136,749+115.4% | $84,808+247.3% |
| Participation rate | 97.2% | 62.2%+35.0pp | 72.1%+25.1pp | 68.3%+28.9pp |
| Annual return | 12.66% | 18.17%-5.5pp | 24.33%-11.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,354 | $2,134+57.2% | $3,400-1.3% | $2,631+27.5% |
| Participant deferral / active EE | $10,241 | $3,168+223.2% | $4,692+118.3% | $4,212+143.2% |
| Admin fee / account holder | $75,180 | $6,369+1080.4% | $11,386+560.3% | $7,344+923.7% |