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 | $297,002 | $84,233+252.6% | $170,442+74.3% | $70,131+323.5% |
| Participation rate | 97.6% | 70.8%+26.7pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 17.27% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $6,285 | $3,387+85.6% | $5,433+15.7% | $2,342+168.3% |
| Participant deferral / active EE | $12,532 | $3,086+306.1% | $4,939+153.7% | $3,332+276.1% |
| Admin fee / account holder | $17,411 | $5,698+205.6% | $13,880+25.4% | $4,645+274.8% |