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 | $356,923 | $175,202+103.7% | $149,673+138.5% | $139,434+156.0% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 20.81% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,176 | $5,474-5.4% | $4,818+7.4% | $4,751+9.0% |
| Participant deferral / active EE | $6,988 | $6,519+7.2% | $5,680+23.0% | $6,710+4.1% |
| Admin fee / account holder | $31,675 | $16,150+96.1% | $13,210+139.8% | $11,403+177.8% |