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 6-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 | $327,874 | $109,881+198.4% | $150,045+118.5% | $84,808+286.6% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 20.95% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $13,988 | $3,561+292.8% | $4,693+198.0% | $2,631+431.7% |
| Participant deferral / active EE | $19,443 | $6,636+193.0% | $7,997+143.1% | $4,212+361.6% |
| Admin fee / account holder | $26,200 | $8,568+205.8% | $13,435+95.0% | $7,344+256.8% |