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 | $308,480 | $138,347+123.0% | $184,203+67.5% | $80,856+281.5% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 17.17% | 20.02%-2.9pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,498 | $4,850+34.0% | $6,427+1.1% | $2,755+135.9% |
| Participant deferral / active EE | $15,663 | $7,071+121.5% | $9,131+71.5% | $4,296+264.6% |
| Admin fee / account holder | $26,047 | $10,483+148.5% | $13,901+87.4% | $6,918+276.5% |