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 | $327,238 | $185,822+76.1% | $169,993+92.5% | $139,434+134.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.35% | 60.50%-44.1pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,729 | $7,590-50.9% | $6,785-45.0% | $4,751-21.5% |
| Participant deferral / active EE | $9,592 | $11,622-17.5% | $10,408-7.8% | $6,710+42.9% |
| Admin fee / account holder | $3,214 | $15,381-79.1% | $12,815-74.9% | $11,403-71.8% |