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 | $106,749+174.1% | $145,433+101.2% | $82,448+254.8% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 15.58% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $28,128 | $3,444+716.6% | $4,554+517.6% | $2,551+1002.7% |
| Participant deferral / active EE | $10,377 | $6,519+59.2% | $7,897+31.4% | $4,139+150.7% |
| Admin fee / account holder | $2,339 | $8,390-72.1% | $13,129-82.2% | $7,234-67.7% |