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 | $315,342 | $165,335+90.7% | $149,696+110.7% | $158,922+98.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.13% | 348.15%-338.0pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,547 | $5,103-69.7% | $4,644-66.7% | $4,761-67.5% |
| Participant deferral / active EE | $8,617 | $7,181+20.0% | $6,842+25.9% | $5,982+44.0% |
| Admin fee / account holder | $3,038 | $10,807-71.9% | $9,309-67.4% | $11,246-73.0% |