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 | $281,432 | $175,202+60.6% | $149,673+88.0% | $139,434+101.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.15% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,391 | $5,474-38.1% | $4,818-29.6% | $4,751-28.6% |
| Participant deferral / active EE | $7,497 | $6,519+15.0% | $5,680+32.0% | $6,710+11.7% |
| Admin fee / account holder | $9,713 | $16,150-39.9% | $13,210-26.5% | $11,403-14.8% |