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 7-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 | $315,913 | $125,758+151.2% | $169,993+85.8% | $75,163+320.3% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.8pp | 67.2%+26.6pp |
| Annual return | 19.16% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $20,134 | $4,615+336.3% | $6,785+196.7% | $2,670+654.1% |
| Participant deferral / active EE | $20,963 | $6,837+206.6% | $10,408+101.4% | $4,125+408.2% |
| Admin fee / account holder | $10,327 | $8,173+26.3% | $12,815-19.4% | $5,651+82.7% |