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 | $373,447 | $148,978+150.7% | $200,582+86.2% | $84,808+340.3% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 17.94% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,381 | $4,815-9.0% | $6,419-31.7% | $2,631+66.5% |
| Participant deferral / active EE | $12,408 | $7,142+73.7% | $9,331+33.0% | $4,212+194.6% |
| Admin fee / account holder | $6,267 | $13,977-55.2% | $16,305-61.6% | $7,344-14.7% |