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 | $276,804 | $140,588+96.9% | $123,104+124.9% | $125,391+120.8% |
| Participation rate | 95.2% | 88.2%+7.0pp | 86.8%+8.5pp | 83.2%+12.0pp |
| Annual return | -1.58% | 16.80%-18.4pp | 13.22%-14.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $30,045 | $6,041+397.3% | $5,151+483.3% | $4,866+517.5% |
| Participant deferral / active EE | $20,295 | $6,980+190.7% | $6,230+225.8% | $5,352+279.2% |
| Admin fee / account holder | $2,763 | $11,198-75.3% | $9,015-69.3% | $9,540-71.0% |