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 | $325,743 | $125,758+159.0% | $169,993+91.6% | $75,163+333.4% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 27.64% | 27.20%+0.4pp | 53.37%-25.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $3,420 | $4,615-25.9% | $6,785-49.6% | $2,670+28.1% |
| Participant deferral / active EE | $13,154 | $6,837+92.4% | $10,408+26.4% | $4,125+218.9% |
| Admin fee / account holder | $53,305 | $8,173+552.2% | $12,815+316.0% | $5,651+843.3% |