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 9-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 | $318,881 | $52,580+506.5% | $71,671+344.9% | $70,131+354.7% |
| Participation rate | 93.7% | 60.9%+32.8pp | 68.7%+24.9pp | 69.5%+24.1pp |
| Annual return | 17.74% | 20.25%-2.5pp | 20.65%-2.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $7,474 | $1,616+362.5% | $2,460+203.8% | $2,342+219.1% |
| Participant deferral / active EE | $12,331 | $2,386+416.8% | $3,438+258.7% | $3,332+270.1% |
| Admin fee / account holder | $21,130 | $3,653+478.5% | $5,558+280.1% | $4,645+354.9% |