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 | $309,396 | $81,460+279.8% | $103,333+199.4% | $80,856+282.6% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 13.13% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,204 | $3,105-29.0% | $3,868-43.0% | $2,755-20.0% |
| Participant deferral / active EE | $11,298 | $3,869+192.0% | $5,057+123.4% | $4,296+163.0% |
| Admin fee / account holder | $1,776 | $6,566-72.9% | $8,355-78.7% | $6,918-74.3% |