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 | $346,877 | $111,724+210.5% | $93,606+270.6% | $145,922+137.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.01% | 202.98%-187.0pp | 133.20%-117.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,362 | $3,090+8.8% | $2,420+38.9% | $4,660-27.8% |
| Participant deferral / active EE | $6,217 | $4,912+26.6% | $4,411+40.9% | $6,688-7.0% |
| Admin fee / account holder | $58,355 | $10,250+469.3% | $8,285+604.3% | $13,397+335.6% |