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 8-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 | $267,473 | $198,466+34.8% | $170,442+56.9% | $147,584+81.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.71% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,459 | $6,184-11.7% | $5,433+0.5% | $4,876+11.9% |
| Participant deferral / active EE | $6,932 | $5,629+23.1% | $4,939+40.3% | $5,439+27.5% |
| Admin fee / account holder | $2,562 | $16,852-84.8% | $13,880-81.5% | $10,885-76.5% |