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 | $292,551 | $109,881+166.2% | $150,045+95.0% | $84,808+245.0% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $28,128 | $3,561+689.9% | $4,693+499.4% | $2,631+969.1% |
| Participant deferral / active EE | $10,377 | $6,636+56.4% | $7,997+29.8% | $4,212+146.4% |
| Admin fee / account holder | $2,339 | $8,568-72.7% | $13,435-82.6% | $7,344-68.2% |