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 | $363,942 | $148,978+144.3% | $200,582+81.4% | $84,808+329.1% |
| Participation rate | 97.4% | 84.2%+13.2pp | 86.9%+10.6pp | 68.3%+29.1pp |
| Annual return | 16.62% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,569 | $4,815+36.4% | $6,419+2.3% | $2,631+149.7% |
| Participant deferral / active EE | $9,878 | $7,142+38.3% | $9,331+5.9% | $4,212+134.6% |
| Admin fee / account holder | $18,979 | $13,977+35.8% | $16,305+16.4% | $7,344+158.4% |