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 | $261,157 | $93,571+179.1% | $135,903+92.2% | $75,163+247.5% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 32.39% | 30.90%+1.5pp | 68.23%-35.8pp | 160.62%-128.2pp |
| Employer contribution / active EE | $4,942 | $3,537+39.7% | $4,856+1.8% | $2,670+85.1% |
| Participant deferral / active EE | $22,422 | $6,404+250.1% | $7,758+189.0% | $4,125+443.6% |
| Admin fee / account holder | $1,625 | $6,975-76.7% | $10,762-84.9% | $5,651-71.3% |