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 3-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 | $301,899 | $77,503+289.5% | $100,391+200.7% | $80,856+273.4% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.6%+29.6pp |
| Annual return | 14.84% | 37.20%-22.4pp | 49.20%-34.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $9,839 | $2,801+251.3% | $3,942+149.6% | $2,755+257.1% |
| Participant deferral / active EE | $16,532 | $6,820+142.4% | $8,082+104.6% | $4,296+284.8% |
| Admin fee / account holder | $3,203 | $5,897-45.7% | $7,899-59.5% | $6,918-53.7% |