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 | $275,113 | $214,378+28.3% | $200,582+37.2% | $142,382+93.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.83% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,310 | $6,841+21.5% | $6,419+29.5% | $4,299+93.3% |
| Participant deferral / active EE | $14,986 | $9,865+51.9% | $9,331+60.6% | $6,507+130.3% |
| Admin fee / account holder | $2,462 | $17,692-86.1% | $16,305-84.9% | $12,624-80.5% |