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 | $345,201 | $80,717+327.7% | $154,803+123.0% | $84,808+307.0% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 25.16% | 37.96%-12.8pp | 58.88%-33.7pp | 40.90%-15.7pp |
| Employer contribution / active EE | $43,508 | $2,761+1475.6% | $4,305+910.5% | $2,631+1553.7% |
| Participant deferral / active EE | $22,809 | $3,303+590.5% | $5,540+311.7% | $4,212+441.6% |
| Admin fee / account holder | $1,770 | $6,746-73.8% | $14,329-87.7% | $7,344-75.9% |