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 8-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 | $257,383 | $125,758+104.7% | $169,993+51.4% | $75,163+242.4% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 21.51% | 27.20%-5.7pp | 53.37%-31.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $11,969 | $4,615+159.4% | $6,785+76.4% | $2,670+348.3% |
| Participant deferral / active EE | $21,969 | $6,837+221.3% | $10,408+111.1% | $4,125+432.6% |
| Admin fee / account holder | $8,138 | $8,173-0.4% | $12,815-36.5% | $5,651+44.0% |