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 | $274,386 | $80,717+239.9% | $154,803+77.2% | $84,808+223.5% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 15.43% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $10,941 | $2,761+296.2% | $4,305+154.1% | $2,631+315.9% |
| Participant deferral / active EE | $19,597 | $3,303+493.3% | $5,540+253.7% | $4,212+365.3% |
| Admin fee / account holder | $18,635 | $6,746+176.3% | $14,329+30.0% | $7,344+153.8% |