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 | $358,379 | $101,763+252.2% | $164,866+117.4% | $80,874+343.1% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.6%+18.6pp |
| Annual return | 16.82% | 16.73%+0.1pp | 69.97%-53.1pp | 35.62%-18.8pp |
| Employer contribution / active EE | $8,685 | $2,954+194.0% | $4,343+100.0% | $2,756+215.2% |
| Participant deferral / active EE | $8,016 | $4,477+79.1% | $6,033+32.9% | $4,297+86.5% |
| Admin fee / account holder | $5,206 | $8,228-36.7% | $12,689-59.0% | $6,935-24.9% |