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 | $252,419 | $101,724+148.1% | $164,813+53.2% | $80,856+212.2% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 12.80% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,999 | $2,953+69.2% | $4,341+15.2% | $2,755+81.4% |
| Participant deferral / active EE | $9,120 | $4,477+103.7% | $6,031+51.2% | $4,296+112.3% |
| Admin fee / account holder | $3,699 | $8,227-55.0% | $12,690-70.8% | $6,918-46.5% |