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 | $272,243 | $65,365+316.5% | $92,893+193.1% | $72,985+273.0% |
| Participation rate | 98.5% | 68.3%+30.1pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 19.68% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,641 | $2,594+78.9% | $3,653+27.0% | $2,440+90.2% |
| Participant deferral / active EE | $5,461 | $3,128+74.6% | $4,236+28.9% | $3,607+51.4% |
| Admin fee / account holder | $26,411 | $4,251+521.2% | $5,794+355.8% | $5,124+415.4% |