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 | $287,796 | $159,602+80.3% | $150,045+91.8% | $142,382+102.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.43% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,013 | $4,961-59.4% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $13,811 | $8,310+66.2% | $7,997+72.7% | $6,507+112.2% |
| Admin fee / account holder | $3,946 | $14,846-73.4% | $13,435-70.6% | $12,624-68.7% |