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 6-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 | $355,147 | $81,248+337.1% | $155,509+128.4% | $80,856+339.2% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 11.56% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $11,115 | $3,100+258.5% | $4,672+137.9% | $2,755+303.5% |
| Participant deferral / active EE | $7,440 | $3,452+115.6% | $5,626+32.2% | $4,296+73.2% |
| Admin fee / account holder | $22,073 | $7,997+176.0% | $15,912+38.7% | $6,918+219.1% |