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 | $351,686 | $78,422+348.5% | $95,952+266.5% | $79,858+340.4% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.2pp |
| Annual return | 36.70% | 19.37%+17.3pp | 91.61%-54.9pp | 31.71%+5.0pp |
| Employer contribution / active EE | $1,583 | $1,945-18.6% | $2,541-37.7% | $2,471-35.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $949 | $5,622-83.1% | $6,795-86.0% | $5,306-82.1% |