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 | $258,562 | $98,750+161.8% | $149,696+72.7% | $79,858+223.8% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 12.45% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $8,667 | $3,216+169.5% | $4,644+86.6% | $2,471+250.8% |
| Participant deferral / active EE | $10,077 | $5,680+77.4% | $6,842+47.3% | $3,740+169.4% |
| Admin fee / account holder | $3,874 | $6,053-36.0% | $9,309-58.4% | $5,306-27.0% |