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 | $267,126 | $165,984+60.9% | $164,813+62.1% | $145,922+83.1% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 13.57% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,297 | $5,273-37.5% | $4,341-24.1% | $4,660-29.3% |
| Participant deferral / active EE | $12,543 | $6,959+80.2% | $6,031+108.0% | $6,688+87.6% |
| Admin fee / account holder | $115,164 | $16,648+591.8% | $12,690+807.5% | $13,397+759.6% |