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 | $398,415 | $80,717+393.6% | $154,803+157.4% | $84,808+369.8% |
| Participation rate | 94.3% | 66.8%+27.5pp | 78.1%+16.2pp | 68.3%+26.0pp |
| Annual return | 18.40% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $7,774 | $2,761+181.5% | $4,305+80.6% | $2,631+195.5% |
| Participant deferral / active EE | $10,706 | $3,303+224.1% | $5,540+93.2% | $4,212+154.2% |
| Admin fee / account holder | $900 | $6,746-86.7% | $14,329-93.7% | $7,344-87.7% |