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 | $442,966 | $79,449+457.5% | $189,557+133.7% | $85,850+416.0% |
| Participation rate | 96.2% | 66.0%+30.2pp | 78.4%+17.7pp | 69.3%+26.8pp |
| Annual return | 18.11% | 18.45%-0.3pp | 64.17%-46.1pp | 318.53%-300.4pp |
| Employer contribution / active EE | $6,544 | $2,081+214.5% | $4,412+48.3% | $2,565+155.1% |
| Participant deferral / active EE | $13,706 | $4,051+238.3% | $6,174+122.0% | $3,952+246.8% |
| Admin fee / account holder | $26,006 | $5,377+383.6% | $9,807+165.2% | $6,260+315.4% |