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 | $273,037 | $138,347+97.4% | $184,203+48.2% | $80,856+237.7% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 18.85% | 20.02%-1.2pp | 28.81%-10.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $10,634 | $4,850+119.2% | $6,427+65.5% | $2,755+286.0% |
| Participant deferral / active EE | $20,456 | $7,071+189.3% | $9,131+124.0% | $4,296+376.2% |
| Admin fee / account holder | $36,544 | $10,483+248.6% | $13,901+162.9% | $6,918+428.3% |