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 | $433,468 | $109,881+294.5% | $150,045+188.9% | $84,808+411.1% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 15.61% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,289 | $3,561+48.5% | $4,693+12.7% | $2,631+101.0% |
| Participant deferral / active EE | $7,325 | $6,636+10.4% | $7,997-8.4% | $4,212+73.9% |
| Admin fee / account holder | $55,219 | $8,568+544.5% | $13,435+311.0% | $7,344+651.9% |