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 | $258,764 | $80,673+220.8% | $101,326+155.4% | $84,808+205.1% |
| Participation rate | 86.2% | 77.8%+8.4pp | 81.5%+4.7pp | 68.3%+17.9pp |
| Annual return | 40.05% | 38.95%+1.1pp | 36.82%+3.2pp | 40.90%-0.8pp |
| Employer contribution / active EE | $27,989 | $2,698+937.5% | $3,665+663.6% | $2,631+963.8% |
| Participant deferral / active EE | $12,206 | $6,840+78.4% | $7,994+52.7% | $4,212+189.8% |
| Admin fee / account holder | $13,626 | $12,784+6.6% | $11,185+21.8% | $7,344+85.6% |