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 8-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 | $417,266 | $81,248+413.6% | $155,509+168.3% | $80,856+416.1% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 14.25% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $15,673 | $3,100+405.5% | $4,672+235.4% | $2,755+468.9% |
| Participant deferral / active EE | $11,608 | $3,452+236.3% | $5,626+106.3% | $4,296+170.2% |
| Admin fee / account holder | $13,263 | $7,997+65.8% | $15,912-16.6% | $6,918+91.7% |