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 | $329,497 | $106,584+209.1% | $101,326+225.2% | $142,382+131.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 19.13% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $13,883 | $3,956+250.9% | $3,665+278.8% | $4,299+222.9% |
| Participant deferral / active EE | $22,361 | $8,297+169.5% | $7,994+179.7% | $6,507+243.6% |
| Admin fee / account holder | $9,417 | $11,446-17.7% | $11,185-15.8% | $12,624-25.4% |