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 7-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 | $325,707 | $163,101+99.7% | $136,749+138.2% | $142,382+128.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 19.35% | 27.54%-8.2pp | 24.33%-5.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,259 | $4,117-20.8% | $3,400-4.1% | $4,299-24.2% |
| Participant deferral / active EE | $9,956 | $5,585+78.3% | $4,692+112.2% | $6,507+53.0% |
| Admin fee / account holder | $32,577 | $14,318+127.5% | $11,386+186.1% | $12,624+158.1% |