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 | $275,383 | $125,758+119.0% | $169,993+62.0% | $75,163+266.4% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.0%+7.4pp | 67.2%+27.3pp |
| Annual return | 18.39% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $5,911 | $4,615+28.1% | $6,785-12.9% | $2,670+121.4% |
| Participant deferral / active EE | $15,833 | $6,837+131.6% | $10,408+52.1% | $4,125+283.8% |
| Admin fee / account holder | $29,745 | $8,173+263.9% | $12,815+132.1% | $5,651+426.4% |