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 4-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 | $255,111 | $109,881+132.2% | $150,045+70.0% | $84,808+200.8% |
| Participation rate | 95.4% | 76.1%+19.3pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 21.99% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $11,127 | $3,561+212.4% | $4,693+137.1% | $2,631+322.9% |
| Participant deferral / active EE | $6,426 | $6,636-3.2% | $7,997-19.6% | $4,212+52.6% |
| Admin fee / account holder | $701 | $8,568-91.8% | $13,435-94.8% | $7,344-90.5% |