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 | $298,485 | $54,705+445.6% | $71,209+319.2% | $84,808+252.0% |
| Participation rate | 81.8% | 64.1%+17.7pp | 73.8%+8.1pp | 68.3%+13.5pp |
| Annual return | 15.51% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,965 | $2,158+176.4% | $2,721+119.2% | $2,631+126.7% |
| Participant deferral / active EE | $13,093 | $3,030+332.0% | $4,175+213.6% | $4,212+210.9% |
| Admin fee / account holder | $18,975 | $4,863+290.1% | $5,349+254.7% | $7,344+158.4% |