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 3-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 | $321,913 | $87,841+266.5% | $133,980+140.3% | $62,891+411.9% |
| Participation rate | 97.4% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.1pp |
| Annual return | 9.40% | 12.05%-2.7pp | 29.30%-19.9pp | 20.14%-10.7pp |
| Employer contribution / active EE | $29,676 | $3,483+752.0% | $5,211+469.4% | $2,281+1201.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,949 | $5,371-63.7% | $9,324-79.1% | $4,296-54.6% |