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 | $325,530 | $105,181+209.5% | $159,436+104.2% | $85,850+279.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 27.03% | 45.07%-18.0pp | 263.57%-236.5pp | 318.53%-291.5pp |
| Employer contribution / active EE | $6,143 | $3,318+85.1% | $4,829+27.2% | $2,565+139.5% |
| Participant deferral / active EE | $6,254 | $5,945+5.2% | $7,352-14.9% | $3,952+58.3% |
| Admin fee / account holder | $2,500 | $6,933-63.9% | $10,799-76.9% | $6,260-60.1% |