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 | $343,849 | $148,978+130.8% | $200,582+71.4% | $84,808+305.4% |
| Participation rate | 96.2% | 84.2%+12.0pp | 86.9%+9.3pp | 68.3%+27.9pp |
| Annual return | 16.58% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $11,222 | $4,815+133.0% | $6,419+74.8% | $2,631+326.5% |
| Participant deferral / active EE | $18,190 | $7,142+154.7% | $9,331+94.9% | $4,212+331.9% |
| Admin fee / account holder | $15,905 | $13,977+13.8% | $16,305-2.4% | $7,344+116.6% |