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 7-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 | $361,043 | $150,187+140.4% | $120,354+200.0% | $145,922+147.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 31.98% | 154.07%-122.1pp | 107.15%-75.2pp | 561.29%-529.3pp |
| Employer contribution / active EE | $3,878 | $4,348-10.8% | $3,463+12.0% | $4,660-16.8% |
| Participant deferral / active EE | $14,977 | $6,173+142.6% | $4,991+200.1% | $6,688+123.9% |
| Admin fee / account holder | $7,655 | $12,207-37.3% | $9,423-18.8% | $13,397-42.9% |