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 | $322,356 | $109,881+193.4% | $150,045+114.8% | $84,808+280.1% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 15.01% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $8,713 | $3,561+144.7% | $4,693+85.6% | $2,631+231.2% |
| Participant deferral / active EE | $7,645 | $6,636+15.2% | $7,997-4.4% | $4,212+81.5% |
| Admin fee / account holder | $24,214 | $8,568+182.6% | $13,435+80.2% | $7,344+229.7% |