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 | $300,651 | $109,881+173.6% | $150,045+100.4% | $84,808+254.5% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 15.10% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $8,911 | $3,561+150.2% | $4,693+89.9% | $2,631+238.7% |
| Participant deferral / active EE | $16,442 | $6,636+147.8% | $7,997+105.6% | $4,212+290.4% |
| Admin fee / account holder | $15,314 | $8,568+78.7% | $13,435+14.0% | $7,344+108.5% |