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 | $101,724+252.3% | $164,813+117.4% | $80,856+343.2% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.6%+18.6pp |
| Annual return | 16.82% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $8,685 | $2,953+194.1% | $4,341+100.1% | $2,755+215.3% |
| Participant deferral / active EE | $8,016 | $4,477+79.0% | $6,031+32.9% | $4,296+86.6% |
| Admin fee / account holder | $5,206 | $8,227-36.7% | $12,690-59.0% | $6,918-24.8% |