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 | $302,819 | $138,347+118.9% | $184,203+64.4% | $80,856+274.5% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 18.82% | 20.02%-1.2pp | 28.81%-10.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $5,558 | $4,850+14.6% | $6,427-13.5% | $2,755+101.8% |
| Participant deferral / active EE | $17,707 | $7,071+150.4% | $9,131+93.9% | $4,296+312.2% |
| Admin fee / account holder | $35,817 | $10,483+241.7% | $13,901+157.7% | $6,918+417.7% |