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 8-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 | $371,632 | $95,266+290.1% | $82,389+351.1% | $142,382+161.0% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.5%+24.2pp | 80.1%+13.6pp |
| Annual return | 13.22% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,909 | $2,991+30.7% | $2,517+55.3% | $4,299-9.1% |
| Participant deferral / active EE | $11,883 | $4,809+147.1% | $4,155+186.0% | $6,507+82.6% |
| Admin fee / account holder | $28,837 | $8,563+236.7% | $7,231+298.8% | $12,624+128.4% |